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: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $57,000 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $35,548 |
Filed as: HADDOX REID EUBANK BETTS Service code 10 · EIN 64-0414329 188 E CAPITOL ST · JACKSON, MS 39201 | Accounting | $7,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,050 | $100,801+163.9% | $149,751+77.7% | $73,415+262.4% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 14.75% | 265.34%-250.6pp | 276.71%-262.0pp | 59.30%-44.5pp |
| Employer contribution / active EE | $14,814 | $3,312+347.3% | $4,646+218.9% | $2,234+563.2% |
| Participant deferral / active EE | $9,034 | $6,404+41.1% | $6,843+32.0% | $3,806+137.4% |
| Admin fee / account holder | $123 | $181-31.9% | $9,312-98.7% | $158-22.0% |