Filed February 15, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT4+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 301 COMMERCE ST. SUITE 1600 · FORT WORTH, TX 76102 | Bank Trustee | $138,445 |
Filed as: MERRILL LYNCH, PIERCE, FENNER, AND Service code 18 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Investment management fees paid indir... | $5,695 |
FRIDAY ELDREDGE & CLARK2 years Filed as: FRIDAY, ELDREDGE & CLARK Service code 29 · EIN 71-0253637 400 WEST CAPITOL, SUITE 2000 · LITTLE ROCK, AR 72201 | Legal | $5,619 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,034 | $62,267-11.6% | $110,243-50.1% | $55,725-1.2% |
| Participation rate | 99.8% | 78.1%+21.7pp | 79.8%+20.0pp | 70.9%+28.9pp |
| Annual return | -0.02% | -1.07%+1.0pp | 314.76%-314.8pp | 244.93%-245.0pp |
| Employer contribution / active EE | $3,097 | $1,941+59.5% | $3,827-19.1% | $2,078+49.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $231 | $121+90.6% | $8,548-97.3% | $115+100.1% |