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 | $1,502,963 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
MCAFEE & TAFT4 years Service code 29 · EIN 73-0781676 | Legal | $35,670 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $29,000 |
DATA FORMS, INC3 years Service code 38 · EIN 71-0563633 | Participant Communication | $17,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,225 | $106,734-61.4% | $75,906-45.7% | $89,609-54.0% |
| Participation rate | 61.2% | 65.6%-4.5pp | 69.3%-8.1pp | 69.6%-8.4pp |
| Annual return | 23.00% | 24.20%-1.2pp | 30.73%-7.7pp | 33.65%-10.6pp |
| Employer contribution / active EE | $722 | $3,939-81.7% | $2,501-71.1% | $2,584-72.0% |
| Participant deferral / active EE | $2,282 | $3,965-42.4% | $3,604-36.7% | $4,222-46.0% |
| Admin fee / account holder | $76 | $80-4.7% | $5,421-98.6% | $72+6.6% |