Filed November 23, 2010
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.
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| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVIS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $79,089 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,795 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP CHARTERE Service code 29 · EIN 52-1219029 | Legal | $43,929 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $40,361 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $39,998 |
THE BVA GROUP1+ years Filed as: THE BVA GROUP LLC Service code 10 · EIN 06-1762342 | Accounting | $20,479 |
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $15,098 |
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 | $64,530 | $68,092-5.2% | $73,309-12.0% | $59,188+9.0% |
| Participation rate | 72.4% | 78.1%-5.7pp | 74.9%-2.5pp | 69.4%+3.0pp |
| Annual return | 2.10% | 5.93%-3.8pp | 5.67%-3.6pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,358 | $2,018-32.7% | $3,237-58.1% | $2,098-35.3% |
| Participant deferral / active EE | $4,774 | $5,041-5.3% | $4,991-4.4% | $3,265+46.2% |
| Admin fee / account holder | $125 | $630-80.1% | $5,635-97.8% | $92+35.7% |