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 COMPANY3+ years Service code 28 · EIN 62-1437218 | Investment Management | $183,333 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 28 · EIN 42-0127290 | Investment Management | $175,403 |
Filed as: LOCKTON INVESTMENT SERVICES Service code 28 · EIN 20-8874282 | Investment Management | $80,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $75,603 |
KUTAK ROCK LLP2 years Service code 29 · EIN 47-0597598 | Legal | $70,342 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $26,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $10,560 |
OMAHA MAIL INC1 year Service code 28 · EIN 47-0818408 | Investment Management | $5,493 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $47 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,710 | $100,589+114.4% | $136,298+58.3% | $177,276+21.7% |
| Participation rate | 97.2% | 77.4%+19.7pp | 81.9%+15.2pp | 74.8%+22.3pp |
| Annual return | 21.17% | 39.18%-18.0pp | 5156.27%-5135.1pp | 21.25%-0.1pp |
| Employer contribution / active EE | $1,996 | $3,259-38.8% | $4,696-57.5% | $2,479-19.5% |
| Participant deferral / active EE | $10,183 | $5,830+74.7% | $6,247+63.0% | $3,881+162.4% |
| Admin fee / account holder | $52 | $55-4.1% | $9,244-99.4% | $154-65.9% |