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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH (B/D) Service code 27 · EIN 42-1445429 | Advisory (Plan) | $55,970 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 1230 PEACHTREE ST, N.E., STE 1500 · ATLANTA, GA 30309 | Accounting | $20,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,355 | $141,493+126.4% | $75,728+323.0% | $106,520+200.7% |
| Participation rate | 0.0% | 65.2%-65.2pp | 74.8%-74.8pp | 71.3%-71.3pp |
| Annual return | 15.30% | 15.80%-0.5pp | 104.66%-89.4pp | 19.28%-4.0pp |
| Employer contribution / active EE | $5,027 | $4,166+20.7% | $2,743+83.2% | $2,840+77.0% |
| Participant deferral / active EE | $4,376 | $4,740-7.7% | $3,820+14.6% | $4,948-11.5% |
| Admin fee / account holder | $41 | $40+0.5% | $3,620-98.9% | $75-45.6% |