Filed September 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $534,929 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 20-8874281 | Advisory (Plan) | $47,667 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,480 |
MOORE COLSON2 years Service code 10 · EIN 58-1653941 | Accounting | $26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $199,226 | $122,602+62.5% | $177,839+12.0% | $93,223+113.7% |
| Participation rate | 84.6% | 91.3%-6.7pp | 87.7%-3.1pp | 74.9%+9.7pp |
| Annual return | 300.98% | 22.53%+278.4pp | 48.33%+252.6pp | 19.29%+281.7pp |
| Employer contribution / active EE | $3,066 | $4,338-29.3% | $5,919-48.2% | $2,680+14.4% |
| Participant deferral / active EE | $5,931 | $7,134-16.9% | $7,714-23.1% | $4,563+30.0% |
| Admin fee / account holder | $63 | $62+2.0% | $12,432-99.5% | $79-20.6% |