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.7+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $128,039 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $57,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $38,000 |
Filed as: HADDOX REID EUBANK BETTS Service code 27 · EIN 64-0414329 1020 HIGHLAND COLONY PKWY, STE 600 · RIDGELAND, MS 39157 | Advisory (Plan) | $7,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,725 | $104,336+196.9% | $159,495+94.2% | $86,828+256.7% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.8pp | 72.3%+27.4pp |
| Annual return | 14.33% | 26.32%-12.0pp | 263.72%-249.4pp | 97.95%-83.6pp |
| Employer contribution / active EE | $15,785 | $3,451+357.4% | $4,831+226.7% | $2,406+556.0% |
| Participant deferral / active EE | $10,040 | $6,837+46.9% | $7,354+36.5% | $4,132+143.0% |
| Admin fee / account holder | $286 | $172+66.2% | $10,804-97.4% | $170+68.7% |