Filed January 20, 1999
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 |
|---|---|---|
SEI INVESTMENTS1+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $119,570 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $12,478 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO., LLC. Service code 10 · EIN 35-1178661 | Accounting | $8,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $25,208-100.0% | $115,507-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 3.5%-3.5pp | 42.8%-42.8pp | 12.6%-12.6pp |
| Annual return | 14.83% | 3.08%+11.8pp | 4.07%+10.8pp | 4.56%+10.3pp |
| Employer contribution / active EE | $130,257 | $13,461+867.7% | $45,149+188.5% | $15,526+739.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $92-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,203-100.0% | $203,571-100.0% | $1,711-100.0% |