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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $1,379,110 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
MCAFEE & TAFT5 years Service code 29 · EIN 73-0781676 | Legal | $37,249 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $30,500 |
DATA FORMS, INC4 years Service code 38 · EIN 71-0563633 | Participant Communication | $30,393 |
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 | $46,606 | $123,048-62.1% | $81,991-43.2% | $106,273-56.1% |
| Participation rate | 59.5% | 65.1%-5.6pp | 69.3%-9.7pp | 70.8%-11.3pp |
| Annual return | 15.85% | 14.83%+1.0pp | 41.31%-25.5pp | 21.70%-5.9pp |
| Employer contribution / active EE | $773 | $3,893-80.1% | $2,498-69.0% | $2,722-71.6% |
| Participant deferral / active EE | $2,333 | $4,168-44.0% | $3,722-37.3% | $4,601-49.3% |
| Admin fee / account holder | $70 | $116-39.5% | $5,665-98.8% | $78-10.3% |