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.
| Provider | Service type | Compensation |
|---|---|---|
FRAZIER & DEETER, LLC1+ years Service code 16 · EIN 58-1433845 1230 PEACHTREE ST, N.E., STE 1500 · ATLANTA, GA 30309 | Consulting | $18,600 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $5,850 |
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,386 | $81,689+43.7% | $57,357+104.7% | $69,651+68.5% |
| Participation rate | 46.9% | 66.0%-19.1pp | 75.1%-28.2pp | 66.6%-19.7pp |
| Annual return | 1.73% | 821.18%-819.5pp | 24.41%-22.7pp | 53.77%-52.0pp |
| Employer contribution / active EE | $2,726 | $3,891-29.9% | $2,689+1.4% | $2,241+21.7% |
| Participant deferral / active EE | $2,264 | $3,019-25.0% | $3,162-28.4% | $3,635-37.7% |
| Admin fee / account holder | $7 | $27-73.4% | $3,357-99.8% | $63-88.5% |