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 | $1,119,321 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676 | Legal | $35,773 |
DATA FORMS, INC1 year Service code 38 · EIN 71-0563633 | Participant Communication | $28,676 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,418 | $106,972-66.0% | $71,671-49.2% | $80,976-55.0% |
| Participation rate | 73.9% | 64.4%+9.5pp | 68.7%+5.2pp | 68.3%+5.7pp |
| Annual return | 16.39% | 23.84%-7.4pp | 20.65%-4.3pp | 22.91%-6.5pp |
| Employer contribution / active EE | $676 | $4,034-83.2% | $2,460-72.5% | $2,402-71.9% |
| Participant deferral / active EE | $2,167 | $3,800-43.0% | $3,438-37.0% | $3,848-43.7% |
| Admin fee / account holder | $59 | $97-39.1% | $5,558-98.9% | $67-12.8% |