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| Provider | Service type | Compensation |
|---|---|---|
HANCOCK ASKEW & CO., LLP1+ years Filed as: HANCOCK ASKEW & CO, LLP Service code 99 · EIN 58-0662558 | Other Fees | $17,500 |
ALSTON & BIRD LLP1+ years Service code 10 · EIN 58-0137615 | Accounting | $12,370 |
Filed as: INVESTMENT RESEARCH ADVISORY GRP. Service code 14 · EIN 58-1989031 | Plan Administrator | $5,200 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,641 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,773 | $57,096-61.9% | $94,229-76.9% | $55,191-60.5% |
| Participation rate | 92.7% | 75.7%+17.0pp | 78.8%+13.9pp | 69.2%+23.5pp |
| Annual return | 1.91% | 159.65%-157.7pp | 10.68%-8.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $919 | $1,708-46.2% | $3,587-74.4% | $1,899-51.6% |
| Participant deferral / active EE | $1,765 | $3,165-44.2% | $4,320-59.2% | $3,046-42.1% |
| Admin fee / account holder | $73 | $89-18.2% | $6,269-98.8% | $91-19.6% |