Plan Ledger DOL Form 5500 · updated monthly

Southeast Utilities of Georgia, Inc. 401(K) Plan401(k)

SOUTHEAST UTILITIES OF GEORGIA, INC. 401(K) PLAN · AUGUSTA, GA · plan year 2021

Reported admin expense ratio · 2021
0.92%

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

Southeast Utilities of Georgia, Inc. 401(K) Plan reported $17,347 in plan administrative expenses for 2021: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,113 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Georgia (1,921st of 2,160), and 2,078th of 2,199 in information & media. In 2021, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,175,203
Participants with balances153
Active participants138
Employer contributions$153,573
Employee contributions$373,561
Employer contribution per active participant$1,113
Average account balance$14,217
Benefits paid to participants$163,443
Plan auditUnmodified (clean) audit opinion
AuditorROYLE VAZQUEZ LLP
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$1,270
Investment management$9,451
Total administrative$17,347
The Southeast Utilities of Georgia, Inc. 401(K) Plan 401(k) match · 2021
Employer contribution per active participant$1,113
Median for plans this size$994

Southeast Utilities of Georgia, Inc. 401(K) Plan's 2021 employer contribution ran above the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2021$17,347 · 0.92%
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Source: U.S. Department of Labor, Form 5500 series, EIN 582291133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.