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 | $1,475,089 |
DATA FORMS, INC2 years Service code 38 · EIN 71-0563633 | Participant Communication | $90,873 |
MCAFEE & TAFT3 years Service code 29 · EIN 73-0781676 | Legal | $58,295 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $28,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,339 | $96,540-64.4% | $67,313-49.0% | $73,367-53.2% |
| Participation rate | 64.1% | 65.8%-1.7pp | 69.1%-5.0pp | 69.5%-5.4pp |
| Annual return | -8.50% | -4.11%-4.4pp | -4.08%-4.4pp | 173.45%-182.0pp |
| Employer contribution / active EE | $664 | $4,087-83.7% | $2,566-74.1% | $2,499-73.4% |
| Participant deferral / active EE | $2,215 | $3,965-44.1% | $3,568-37.9% | $4,033-45.1% |
| Admin fee / account holder | $81 | $100-18.6% | $4,507-98.2% | $68+18.6% |