Filed October 11, 2006
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 |
|---|---|---|
BOKF, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $18,550 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 71 1585 BROADWAY · NEW YORK, NY 10036 | Brokerage Fees | $4,724 |
NATIONAL FINACIAL SERVICES2+ years Filed as: NATIONAL FINACIAL SERVICE CORP Service code 71 1375 LOCUST STREET SUITE 205 · WALNUT CREEK, CA 94596 | Brokerage Fees | $2,531 |
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 | $42,617 | $74,024-42.4% | $78,002-45.4% | $57,658-26.1% |
| Participation rate | 99.3% | 79.7%+19.5pp | 75.5%+23.8pp | 70.2%+29.0pp |
| Annual return | 7.65% | 12.14%-4.5pp | 425.99%-418.3pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,103 | $2,365-53.4% | $2,470-55.3% | $1,974-44.1% |
| Participant deferral / active EE | $3,335 | $3,533-5.6% | $3,497-4.6% | $3,061+9.0% |
| Admin fee / account holder | $17 | $93-81.5% | $5,481-99.7% | $95-81.8% |