Plan Ledger DOL Form 5500 · updated monthly

Augusta Country Club401(k)

AUGUSTA COUNTRY CLUB 401(K) PLAN · AUGUSTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.21%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Augusta Country Club reported $69,274 in plan administrative expenses for 2024: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $969 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.87% to 1.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Georgia (1,516th of 2,160), and 858th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 90 to 168 since 2022.

Plan summary
Net assets, end of year$6,265,748
Participants with balances101
Active participants168
Employer contributions$162,816
Employee contributions$322,381
Employer contribution per active participant$969
Average account balance$62,037
Benefits paid to participants$81,414
Plan auditUnmodified (clean) audit opinion
AuditorCONDON O'MEARA MCGINTY & DONNELLY
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 101 accts · $163K emplr
2023$5.2M · 103 accts · $162K emplr
2022$4.2M · 100 accts · $151K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,274
Total administrative$69,274
The Augusta Country Club 401(k) match · 2024
Employer contribution per active participant$969
Median for plans this size$1,313
2024$969 per active participant
2023$1,053 per active participant
2022$1,678 per active participant

Augusta Country Club's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$22,052
ASCENSUS HOLDINGS INC DBA FP · Contract administrator$1,400
EMPOWER ADVISORY GROUP, LLC · Investment management$704

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$69,274 · 1.21%
2023$39,767 · 0.85%
2022$39,966 · 0.87%
Similar plansArts, Entertainment & Recreation · Georgia
Atlanta Athletic Club GA$10.6M · 0.56%
See Rock City, Inc. GA$6.8M · 0.00%
Ansley Golf Club Inc. GA$4.4M · 0.02%
Druid Hills Golf Club GA$3.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580148720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.