Filed August 19, 2014 (most recent of 6 filings on file)
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 |
|---|---|---|
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, P.C. Service code 10 · EIN 58-1763439 | Accounting | $13,163 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $9,524 |
PERSIUM ADVISORS LLC1 year Service code 13 6190 POWERS FERRY RD STE 500 · ATLANTA, GA 30339 | Contract Administrator | $9,392 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,106 | $69,159+15.8% | $125,192-36.0% | $67,579+18.5% |
| Participation rate | 98.4% | 78.2%+20.2pp | 79.8%+18.6pp | 71.3%+27.1pp |
| Annual return | 21.85% | 27.12%-5.3pp | 43.79%-21.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,327 | $2,023+15.0% | $3,866-39.8% | $2,148+8.3% |
| Participant deferral / active EE | $5,915 | $3,700+59.9% | $4,937+19.8% | $3,539+67.1% |
| Admin fee / account holder | $54 | $142-61.7% | $9,704-99.4% | $142-61.8% |