Filed April 11, 2011 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,225 |
Filed as: LOCKTON Service code 16 · EIN 20-8874282 | Consulting | $25,636 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Service code 10 · EIN 48-1246310 | Accounting | $10,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,988 | $92,488-14.6% | $69,779+13.2% | $65,292+21.0% |
| Participation rate | 86.9% | 81.7%+5.2pp | 71.8%+15.1pp | 72.4%+14.4pp |
| Annual return | 7.11% | 20.13%-13.0pp | 12.99%-5.9pp | 11.84%-4.7pp |
| Employer contribution / active EE | $3,296 | $3,198+3.1% | $2,338+41.0% | $2,302+43.2% |
| Participant deferral / active EE | $3,649 | $4,112-11.3% | $2,931+24.5% | $3,579+2.0% |
| Admin fee / account holder | $12 | $58-80.2% | $4,381-99.7% | $57-79.9% |