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 | $1,398,792 |
MCAFEE & TAFT6 years Service code 29 · EIN 73-0781676 | Legal | $71,712 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $33,000 |
DATA FORMS, INC5 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 | $54,939 | $130,338-57.8% | $85,708-35.9% | $106,520-48.4% |
| Participation rate | 55.9% | 64.6%-8.8pp | 69.9%-14.0pp | 71.3%-15.4pp |
| Annual return | 23.08% | 14.40%+8.7pp | 21.49%+1.6pp | 19.28%+3.8pp |
| Employer contribution / active EE | $759 | $3,864-80.4% | $2,618-71.0% | $2,840-73.3% |
| Participant deferral / active EE | $2,513 | $4,160-39.6% | $3,922-35.9% | $4,948-49.2% |
| Admin fee / account holder | $69 | $114-39.4% | $6,876-99.0% | $75-7.5% |