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 | $1,284,177 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
MCAFEE & TAFT1 year Service code 29 · EIN 73-0781676 | Legal | $25,825 |
DATA FORMS, INC1 year Filed as: DATA FORMS, INC. Service code 38 · EIN 71-0563633 | Participant Communication | $16,407 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,324 | $93,789-64.5% | $67,836-50.9% | $329,111-89.9% |
| Participation rate | 77.0% | 65.9%+11.1pp | 68.8%+8.2pp | 67.9%+9.1pp |
| Annual return | 15.29% | 17.51%-2.2pp | 138.49%-123.2pp | 16.35%-1.1pp |
| Employer contribution / active EE | $685 | $3,924-82.5% | $2,404-71.5% | $2,303-70.2% |
| Participant deferral / active EE | $2,200 | $3,663-39.9% | $3,160-30.4% | $3,682-40.3% |
| Admin fee / account holder | $70 | $82-14.3% | $4,621-98.5% | $754-90.7% |