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 |
|---|---|---|
Filed as: HADDOX REID EUBANK BETTS Service code 10 · EIN 64-0414329 188 E CAPITOL ST · JACKSON, MS 39201 | Accounting | $17,000 |
Service code 10 · EIN 31-1399107 2912 SPRINGBORO WEST RD 105 · MORAINE, OH 35439 | Accounting | $15,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 51 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Investment Mgmt Fees | $4,337 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 38 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Participant Communication | $4,140 |
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 | $240,705 | $88,122+173.2% | $141,200+70.5% | $67,584+256.2% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.5%+9.5pp | 71.3%+20.7pp |
| Annual return | 23.04% | 75.40%-52.4pp | 71.41%-48.4pp | 378.59%-355.5pp |
| Employer contribution / active EE | $13,059 | $3,224+305.0% | $4,736+175.7% | $2,148+508.0% |
| Participant deferral / active EE | $8,240 | $5,958+38.3% | $6,710+22.8% | $3,540+132.8% |
| Admin fee / account holder | $53 | $131-59.6% | $10,265-99.5% | $142-62.8% |