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 | $1,516,197 |
MCAFEE & TAFT7 years Service code 29 · EIN 73-0781676 | Legal | $55,061 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
Service code 10 · EIN 13-4008324 | Accounting | $45,000 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $5,000 |
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 | $43,408 | $96,461-55.0% | $68,815-36.9% | $89,433-51.5% |
| Participation rate | 55.5% | 64.2%-8.7pp | 69.0%-13.5pp | 71.3%-15.8pp |
| Annual return | -13.88% | -13.05%-0.8pp | -6.37%-7.5pp | -11.88%-2.0pp |
| Employer contribution / active EE | $800 | $3,671-78.2% | $2,656-69.9% | $3,021-73.5% |
| Participant deferral / active EE | $2,675 | $4,123-35.1% | $3,943-32.2% | $5,125-47.8% |
| Admin fee / account holder | $65 | $102-36.2% | $4,936-98.7% | $79-18.2% |