Filed January 14, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MAULDIN & JENKINS1 year Service code 10 · EIN 58-0692043 | Accounting | $11,055 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 50 · EIN 52-1714114 | Direct Payment | $6,327 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $5,228 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,782 | $123,286-53.1% | $75,501-23.5% | $77,958-25.9% |
| Participation rate | 79.8% | 78.8%+1.0pp | 72.4%+7.4pp | 71.6%+8.1pp |
| Annual return | 16.06% | 20.45%-4.4pp | 27.35%-11.3pp | 20.87%-4.8pp |
| Employer contribution / active EE | $12 | $2,035-99.4% | $2,352-99.5% | $2,310-99.5% |
| Participant deferral / active EE | $1,962 | $3,095-36.6% | $3,142-37.6% | $3,537-44.5% |
| Admin fee / account holder | $27 | $144-81.2% | $5,801-99.5% | $97-72.2% |