Filed October 27, 2006
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 COMPANY2 years Filed as: ARGENT TRUST CO Service code 21 1100 ABERNATHY 500 N PARK ST 550 · ATLANTA, GA 30328 | Bank Trustee | $103,675 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $92,321 |
REGIONS BANK1 year Filed as: DIRECT REGIONS BANK Service code 29 1900 5TH AVE NORTH · BIRMINGHAM, AK 35203 | Legal | $51,899 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $33,750 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 58-1428634 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $31,902 |
NB SEC1 year Filed as: SEC & INVEST JOHN MARSHALL BANK Service code 34 5860 COLUMBIA PIKE · FALLS CHURCH, VA 22041 | Valuation (appraisals, etc.) | $30,000 |
Filed as: THE MCLEAN GROUP Service code 34 7918 JONES BRANCH ROAD · MCLEAN, VA 22102 | Valuation (appraisals, etc.) | $14,840 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 34 3100 ZINFFANDEL DR 5TH FLOOR · RANCHO CORDOVA, CA 956706062 | Valuation (appraisals, etc.) | $9,000 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 49 | Other Services | $3,083 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,972 | $155,795-72.4% | $136,298-68.5% | $69,631-38.3% |
| Participation rate | 99.6% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 46.84% | 232464.33%-232417.5pp | 5156.27%-5109.4pp | 27571.02%-27524.2pp |
| Employer contribution / active EE | $16,090 | $2,991+438.0% | $4,696+242.7% | $2,032+691.8% |
| Participant deferral / active EE | $2,921 | $5,394-45.8% | $6,247-53.2% | $3,224-9.4% |
| Admin fee / account holder | $262 | $128+104.4% | $9,244-97.2% | $110+137.4% |