Filed August 11, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 34-1846498 | Accounting | $28,626 |
HDH ADVISORS LLC1 year Filed as: HDH ADVISORS Service code 34 115 PERIMETER CENTER PL #945 · ATLANTA, GA 30346 | Valuation (appraisals, etc.) | $16,000 |
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $14,707 |
SMITH & HOWARD, PC1 year Filed as: SMITH LYNCH LLC Service code 29 2020 HOWELL MILL RD NW · ATLANTA, GA 30318 | Legal | $9,030 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,919 | $59,006+386.3% | $97,295+194.9% | $74,478+285.2% |
| Participation rate | 97.4% | 63.7%+33.7pp | 72.7%+24.7pp | 67.2%+30.1pp |
| Annual return | 20.29% | 16.04%+4.3pp | 75.62%-55.3pp | 1370.56%-1350.3pp |
| Employer contribution / active EE | $4,495 | $1,894+137.4% | $2,723+65.1% | $2,626+71.2% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $441 | $1,974-77.7% | $5,646-92.2% | $1,946-77.4% |