Filed April 30, 1999
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 |
|---|---|---|
ARGENT TRUST COMPANY8 years Service code 18 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Custodial (other than securities); Di... | $8,064 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $6,972 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $4,306 |
FORVIS, LLP3 years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,842 | $130,294+8.1% | $170,028-17.2% | $71,495+97.0% |
| Participation rate | 99.1% | 86.2%+13.0pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 9.30% | 20.36%-11.1pp | 53.39%-44.1pp | 28.85%-19.5pp |
| Employer contribution / active EE | $4,603 | $4,385+5.0% | $6,788-32.2% | $2,589+77.8% |
| Participant deferral / active EE | $1,622 | $6,928-76.6% | $10,409-84.4% | $4,291-62.2% |
| Admin fee / account holder | $164 | $966-83.0% | $12,820-98.7% | $1,588-89.7% |