Filed June 24, 2008 (most recent of 2 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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $85,661 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,000 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $29,715 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $15,000 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD, LLP Service code 27 · EIN 58-0137615 | Advisory (Plan) | $9,717 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,454 | $91,710+63.0% | $67,560+121.2% | $77,762+92.2% |
| Participation rate | 75.5% | 76.0%-0.5pp | 72.9%+2.5pp | 70.6%+4.9pp |
| Annual return | 12.74% | 14.88%-2.1pp | 3533.50%-3520.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $3,592 | $3,187+12.7% | $2,737+31.3% | $2,728+31.7% |
| Participant deferral / active EE | $5,781 | $3,911+47.8% | $4,004+44.4% | $4,651+24.3% |
| Admin fee / account holder | $198 | $245-19.0% | $3,994-95.0% | $433-54.2% |