Filed October 18, 2004
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 |
|---|---|---|
PHELPS DUNBAR LLP1+ years Service code 29 P.O. BOX 974798 · DALLAS, TX 753974798 | Legal | $14,860 |
WRIGHT RETIREMENT SERVICES, LLC1+ years Service code 15 · EIN 58-2464392 P.O. BOX 5385 · VALDOSTA, GA 316035385 | Recordkeeping | $14,720 |
MAULDIN & JENKINS1+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 P.O. BOX 71549 · ALBANY, GA 317081549 | Accounting | $10,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,378 | $68,413-41.0% | $123,106-67.2% | $55,191-26.8% |
| Participation rate | 91.7% | 84.5%+7.1pp | 86.8%+4.9pp | 69.2%+22.5pp |
| Annual return | 3.58% | 6.30%-2.7pp | 13.22%-9.6pp | 10.78%-7.2pp |
| Employer contribution / active EE | $821 | $3,050-73.1% | $5,151-84.1% | $1,899-56.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $358 | $88+308.0% | $9,015-96.0% | $91+294.7% |