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 |
|---|---|---|
J. SMITH LANIER & CO1+ years Service code 51 · EIN 58-1513334 ATT JACK THOMPSON · JOHNS CREEK, GA 300971578 | Investment Mgmt Fees | $15,000 |
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 | $88,037 | $68,408+28.7% | $57,196+53.9% | $57,658+52.7% |
| Participation rate | 99.6% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 6.61% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,971 | $2,869+3.6% | $2,683+10.7% | $1,974+50.5% |
| Participant deferral / active EE | $4,809 | $2,903+65.6% | $3,096+55.3% | $3,061+57.1% |
| Admin fee / account holder | $17 | $70-75.7% | $3,141-99.5% | $95-82.1% |