Filed March 9, 2006 (most recent of 2 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 |
|---|---|---|
WESTWOOD TRUST2+ years Service code 21 · EIN 75-1447785 | Bank Trustee | $79,992 |
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,135 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $930 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,964 | $74,089+218.5% | $133,975+76.1% | $55,167+327.7% |
| Participation rate | 99.4% | 84.3%+15.1pp | 87.1%+12.3pp | 69.0%+30.4pp |
| Annual return | 10.21% | 12.11%-1.9pp | 29.29%-19.1pp | 169.23%-159.0pp |
| Employer contribution / active EE | $14,531 | $3,064+374.3% | $5,211+178.8% | $1,963+640.4% |
| Participant deferral / active EE | $11,643 | $4,678+148.9% | $6,282+85.3% | $3,054+281.2% |
| Admin fee / account holder | $442 | $458-3.5% | $9,324-95.3% | $504-12.2% |