Filed February 24, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $329,674 |
AON CONSULTING5 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $78,692 |
WARREN AVERETT, LLC4 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $17,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,133 | $52,626+10.5% | $98,508-41.0% | $93,010-37.5% |
| Participation rate | 98.2% | 65.3%+32.8pp | 73.3%+24.8pp | 73.9%+24.3pp |
| Annual return | 16.08% | 16.95%-0.9pp | 1495.22%-1479.1pp | 158.70%-142.6pp |
| Employer contribution / active EE | $3,080 | $1,894+62.7% | $2,961+4.0% | $2,705+13.9% |
| Participant deferral / active EE | $5,638 | $2,907+93.9% | $4,276+31.8% | $4,561+23.6% |
| Admin fee / account holder | $69 | $102-33.0% | $5,956-98.8% | $152-54.8% |