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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARGENT TRUST COMPANY2+ years Service code 21 1100 ABERNATHY 500 N PARK ST 550 · ATLANTA, GA 30328 | Bank Trustee | $36,629 |
Service code 13 · EIN 58-1428634 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $27,961 |
Filed as: THE MCLEAN GROUP Service code 34 7918 JONES BRANCH ROAD · MCLEAN, VA 22102 | Valuation (appraisals, etc.) | $12,500 |
BRADLEY FOSTER & SARGENT INC2+ years Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 PO BOX 340025 · NASHVILLE, TN 372030025 | Legal | $468 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,438 | $101,523-61.2% | $141,197-72.1% | $77,775-49.3% |
| Participation rate | 85.3% | 77.4%+7.9pp | 82.5%+2.8pp | 73.2%+12.0pp |
| Annual return | 43.27% | 56.22%-13.0pp | 71.41%-28.1pp | 32.58%+10.7pp |
| Employer contribution / active EE | $646 | $3,341-80.6% | $4,736-86.4% | $2,504-74.2% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $49 | $92-46.4% | $10,265-99.5% | $100-51.0% |