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.8+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $104,642 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $78,280 |
Filed as: HADDOX REID EUBANK BETTS Service code 10 · EIN 64-0414329 1020 HIGHLAND COLONY PKWY, STE 600 · RIDGELAND, MS 39157 | Accounting | $8,250 |
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 | $276,267 | $82,188+236.1% | $125,401+120.3% | $64,829+326.1% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -14.85% | 3.50%-18.3pp | 572.53%-587.4pp | 32.85%-47.7pp |
| Employer contribution / active EE | $16,979 | $3,617+369.4% | $4,816+252.6% | $2,507+577.2% |
| Participant deferral / active EE | $10,610 | $7,177+47.8% | $7,448+42.5% | $4,312+146.1% |
| Admin fee / account holder | $240 | $163+47.3% | $10,008-97.6% | $188+28.0% |