Filed October 7, 2002 (most recent of 4 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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $139,000 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH (B/D) Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,703 |
FRAZIER & DEETER, LLC8 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $22,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,294 |
Filed as: TOMAS A. BLANNO AND COMPANY, LLC Service code 16 · EIN 58-2609075 | Consulting | $13,460 |
EPG WEALTH MANAGEMENT LLC2 years Service code 16 · EIN 84-1854084 | Consulting | $11,241 |
Service code 16 · EIN 04-2675571 | Consulting | $6,117 |
TWIN TIERS CONSULTING1 year Service code 16 · EIN 20-2948768 | Consulting | $5,357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,821 | $145,906+4.1% | $67,575+124.7% | $106,553+42.5% |
| Participation rate | 80.6% | 67.1%+13.4pp | 72.9%+7.6pp | 69.8%+10.7pp |
| Annual return | 14.78% | 15.10%-0.3pp | 3528.98%-3514.2pp | 17.37%-2.6pp |
| Employer contribution / active EE | $5,810 | $6,028-3.6% | $2,736+112.4% | $3,359+73.0% |
| Participant deferral / active EE | $5,142 | $5,093+1.0% | $4,003+28.4% | $5,562-7.6% |
| Admin fee / account holder | $39 | $38+4.3% | $3,993-99.0% | $80-50.4% |