Filed October 18, 2004
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 |
|---|---|---|
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $145,303 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,810 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $88,263 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $17,115 |
MILLER KAPLAN ARASE LLP8 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $17,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,748 | $82,978+250.4% | $130,298+123.1% | $74,478+290.4% |
| Participation rate | 93.7% | 73.7%+20.0pp | 76.3%+17.4pp | 70.7%+23.0pp |
| Annual return | 19.03% | 123.05%-104.0pp | 38.90%-19.9pp | 34.37%-15.3pp |
| Employer contribution / active EE | $6,495 | $3,391+91.5% | $4,128+57.3% | $2,637+146.3% |
| Participant deferral / active EE | $14,549 | $5,370+170.9% | $6,790+114.3% | $4,530+221.2% |
| Admin fee / account holder | $224 | $354-36.8% | $6,025-96.3% | $347-35.6% |