Filed November 22, 2008 (most recent of 4 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 |
|---|---|---|
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $183,333 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,237 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 13 · EIN 34-1479833 | Contract Administrator | $80,603 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISIUS ROSS Service code 34 · EIN 38-3003685 | Direct payment from the plan; Valuati... | $75,000 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,000 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES CENTRAL INC Service code 23 · EIN 36-4279204 | Insurance services; Securities broker... | $15,430 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC Service code 49 · EIN 94-1737782 | Other Services | $9,517 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,291 | $79,558+129.1% | $115,038+58.5% | $67,505+170.0% |
| Participation rate | 96.1% | 74.3%+21.8pp | 81.4%+14.8pp | 71.2%+24.9pp |
| Annual return | 11.39% | 4.65%+6.7pp | 26.14%-14.8pp | 6.52%+4.9pp |
| Employer contribution / active EE | $1,700 | $2,529-32.8% | $4,608-63.1% | $2,173-21.8% |
| Participant deferral / active EE | $8,449 | $5,510+53.3% | $6,026+40.2% | $3,597+134.9% |
| Admin fee / account holder | $49 | $60-18.9% | $8,175-99.4% | $56-13.6% |