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.
| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BLVD. NORTH · MOBILE, AL 36688 | Recordkeeping | $42,197 |
WRIGHT RETIREMENT SERVICES, LLC1+ years Service code 15 · EIN 58-2464392 P.O. BOX 5385 · VALDOSTA, GA 316035385 | Recordkeeping | $13,610 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,638 | $68,413-64.0% | $123,105-80.0% | $55,191-55.4% |
| Participation rate | 78.9% | 84.5%-5.6pp | 86.8%-7.9pp | 69.2%+9.8pp |
| Annual return | 4.10% | 6.30%-2.2pp | 13.22%-9.1pp | 10.78%-6.7pp |
| Employer contribution / active EE | $729 | $3,050-76.1% | $5,151-85.8% | $1,899-61.6% |
| Participant deferral / active EE | $2,418 | $4,490-46.1% | $6,229-61.2% | $3,046-20.6% |
| Admin fee / account holder | $142 | $88+62.1% | $9,014-98.4% | $91+56.8% |