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 |
|---|---|---|
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $222,634 |
THE BVA GROUP3+ years Filed as: THE BVA GROUP LLC Service code 27 · EIN 06-1762342 | Advisory (Plan) | $92,000 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 · EIN 20-8874282 | Advisory (Plan) | $80,000 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTER Service code 29 · EIN 52-1219029 | Legal | $77,065 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $69,382 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $43,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,099 | $80,360+22.1% | $90,161+8.8% | $77,958+25.8% |
| Participation rate | 76.5% | 81.9%-5.4pp | 76.9%-0.3pp | 71.6%+4.9pp |
| Annual return | 18.58% | 24.56%-6.0pp | 34.89%-16.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $3,389 | $2,326+45.7% | $3,318+2.1% | $2,310+46.7% |
| Participant deferral / active EE | $5,368 | $5,829-7.9% | $5,287+1.5% | $3,537+51.8% |
| Admin fee / account holder | $314 | $64+392.5% | $5,943-94.7% | $97+222.5% |