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 |
|---|---|---|
Filed as: THE MCLEAN GROUP Service code 34 7918 JONES BRANCH ROAD · MCLEAN, VA 22102 | Valuation (appraisals, etc.) | $49,858 |
Service code 13 · EIN 58-1428634 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $49,687 |
BRADLEY FOSTER & SARGENT INC1+ years Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 PO BOX 340025 · NASHVILLE, TN 372030025 | Legal | $32,790 |
ARGENT TRUST COMPANY1+ years Service code 21 1100 ABERNATHY 500 N PARK ST 550 · ATLANTA, GA 30328 | Bank Trustee | $29,060 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,754 | $88,874-64.3% | $123,553-74.3% | $75,289-57.8% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.3%-3.1pp | 72.4%+6.8pp |
| Annual return | 0.00% | 4.22%-4.2pp | 119.21%-119.2pp | -0.04%0pp |
| Employer contribution / active EE | $669 | $3,256-79.5% | $4,628-85.5% | $2,405-72.2% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $119 | $95+25.6% | $9,284-98.7% | $102+16.1% |