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 |
|---|---|---|
TIAA2 years Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $75,401 |
J. SMITH LANIER & CO2 years Filed as: J. SMITH LANIER & CO. Service code 51 · EIN 58-1513334 11330 LAKEFIELD DR., STE. 100 · JOHNS CREEK, GA 300971578 | Investment Mgmt Fees | $65,000 |
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 | $95,555 | $84,948+12.5% | $70,462+35.6% | $73,412+30.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 13.45% | 13.39%+0.1pp | 109.08%-95.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $2,761 | $2,834-2.6% | $2,737+0.9% | $2,234+23.6% |
| Participant deferral / active EE | $4,402 | $3,387+30.0% | $3,710+18.7% | $3,806+15.7% |
| Admin fee / account holder | $122 | $98+24.8% | $3,845-96.8% | $158-22.5% |