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 year Filed as: ARGENT TRUST Service code 21 · EIN 62-1437218 | Bank Trustee | $200,398 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $177,411 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $83,097 |
Filed as: LOCKTON INVESTMENT SERVICES Service code 27 · EIN 20-8874282 | Advisory (Plan) | $80,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 13 · EIN 34-1479833 | Contract Administrator | $72,745 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $24,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,487 | $86,372+117.1% | $123,894+51.3% | $65,292+187.2% |
| Participation rate | 97.2% | 76.9%+20.2pp | 81.4%+15.7pp | 72.4%+24.7pp |
| Annual return | 10.00% | 11.27%-1.3pp | 47.52%-37.5pp | 11.84%-1.8pp |
| Employer contribution / active EE | $1,825 | $2,838-35.7% | $4,617-60.5% | $2,302-20.7% |
| Participant deferral / active EE | $9,221 | $5,625+63.9% | $5,984+54.1% | $3,579+157.7% |
| Admin fee / account holder | $55 | $53+3.2% | $8,357-99.3% | $57-4.9% |