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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $782,756 |
ARGENT TRUST COMPANY6+ years Service code 28 · EIN 62-1437218 | Investment Management | $218,552 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 28 · EIN 42-0127290 | Investment Management | $202,726 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-8874282 | Investment Management | $80,000 |
KUTAK ROCK LLP5 years Service code 28 · EIN 47-0597598 | Investment Management | $47,602 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $29,640 |
VESTORY LLC2 years Service code 26 · EIN 27-1081911 | Advisory (Participants) | $5,779 |
Service code 26 · EIN 46-1173026 | Advisory (Participants) | $5,183 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $2,926 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,150 | $108,759+202.6% | $149,751+119.8% | $93,223+253.1% |
| Participation rate | 98.4% | 70.7%+27.7pp | 82.5%+15.9pp | 74.9%+23.5pp |
| Annual return | 24.61% | 19.53%+5.1pp | 276.71%-252.1pp | 19.29%+5.3pp |
| Employer contribution / active EE | $2,105 | $2,777-24.2% | $4,646-54.7% | $2,680-21.5% |
| Participant deferral / active EE | $12,051 | $6,149+96.0% | $6,843+76.1% | $4,563+164.1% |
| Admin fee / account holder | $112 | $81+38.1% | $9,312-98.8% | $79+40.9% |