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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,354 |
Filed as: LOCKTON INV ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $60,000 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP CHARTERE Service code 29 · EIN 52-1219029 | Legal | $53,370 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $40,350 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $39,193 |
THE BVA GROUP2+ years Filed as: THE BVA GROUP LLC Service code 27 · EIN 06-1762342 | Advisory (Plan) | $18,366 |
ARGENT TRUST COMPANY2+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $15,097 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,385 | $70,106+13.2% | $80,977-2.0% | $63,975+24.1% |
| Participation rate | 73.0% | 79.4%-6.4pp | 75.8%-2.8pp | 71.1%+1.9pp |
| Annual return | 8.28% | 13.93%-5.6pp | 17.11%-8.8pp | 48.65%-40.4pp |
| Employer contribution / active EE | $1,558 | $2,042-23.7% | $3,715-58.1% | $2,182-28.6% |
| Participant deferral / active EE | $4,961 | $5,245-5.4% | $5,696-12.9% | $3,356+47.8% |
| Admin fee / account holder | $147 | $57+157.3% | $5,517-97.3% | $70+108.3% |