Filed March 10, 2015
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $247,992 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $90,277 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-2692100 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $48,193 | $88,730-45.7% | $82,312-41.5% | $77,958-38.2% |
| Participation rate | 94.3% | 84.5%+9.7pp | 76.9%+17.4pp | 71.6%+22.6pp |
| Annual return | 17.09% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,877 | $2,758-31.9% | $2,428-22.7% | $2,310-18.8% |
| Participant deferral / active EE | $3,015 | $4,634-35.0% | $3,706-18.7% | $3,537-14.8% |
| Admin fee / account holder | $177 | $74+139.6% | $5,608-96.8% | $97+82.0% |