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 |
|---|---|---|
Service code 27 · EIN 45-3812777 | Advisory (Plan) | $89,655 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH (B/D) Service code 27 · EIN 42-1445429 | Advisory (Plan) | $51,605 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 1230 PEACHTREE ST, N.E., STE 1500 · ATLANTA, GA 30309 | Accounting | $18,800 |
Service code 16 · EIN 58-2609075 | Consulting | $14,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,266 | $114,884+12.5% | $60,919+112.2% | $89,433+44.5% |
| Participation rate | 89.2% | 70.1%+19.2pp | 73.1%+16.1pp | 71.3%+18.0pp |
| Annual return | -14.78% | -13.42%-1.4pp | 16.98%-31.8pp | -11.88%-2.9pp |
| Employer contribution / active EE | $5,325 | $5,609-5.1% | $2,704+97.0% | $3,021+76.3% |
| Participant deferral / active EE | $4,734 | $4,846-2.3% | $3,814+24.1% | $5,125-7.6% |
| Admin fee / account holder | $3 | $37-91.3% | $3,226-99.9% | $79-95.9% |