Filed April 9, 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $23,929 |
HADDOX REID EUBANK & BETTS, LLC1+ years Filed as: HADDOX REID EUBANK AND BETTS Service code 10 · EIN 64-0414329 ONE JACKSON PLACE, SUITE 500 · JACKSON, MS 39201 | Accounting | $9,500 |
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 | $158,884 | $88,324+79.9% | $115,038+38.1% | $55,191+187.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -0.03% | 6.30%-6.3pp | 26.14%-26.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $12,363 | $2,805+340.7% | $4,608+168.3% | $1,899+551.1% |
| Participant deferral / active EE | $6,991 | $5,042+38.7% | $6,026+16.0% | $3,046+129.5% |
| Admin fee / account holder | $51 | $105-51.4% | $8,175-99.4% | $91-43.6% |