Filed October 18, 2004
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $151,656 |
SB & COMPANY, LLC4 years Filed as: SB & CO LLC Service code 10 · EIN 20-2153727 | Accounting | $13,250 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $8,300 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,989 | $45,000-13.4% | $143,801-72.9% | $77,906-50.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -13.98% | 29.03%-43.0pp | -0.04%-13.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $53 | $98-46.2% | $14,680-99.6% | $133-60.1% |