Filed July 29, 2006 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,029,554 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,434 | $84,728-70.0% | $60,547-58.0% | $69,651-63.5% |
| Participation rate | 77.4% | 63.7%+13.6pp | 68.0%+9.4pp | 66.6%+10.8pp |
| Annual return | -4.34% | -1.91%-2.4pp | 335.64%-340.0pp | 53.77%-58.1pp |
| Employer contribution / active EE | $740 | $3,261-77.3% | $2,419-69.4% | $2,241-67.0% |
| Participant deferral / active EE | $2,112 | $3,056-30.9% | $3,328-36.5% | $3,635-41.9% |
| Admin fee / account holder | $49 | $74-34.2% | $4,536-98.9% | $63-22.9% |