Filed October 18, 2004
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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC4 years Filed as: BENEFITS ADMINSTRATORS, LLC Service code 13 · EIN 61-1291181 269 W MAIN ST SUITE 700 · LEXINGTON, KY 405071727 | Contract Administrator | $11,753 |
BKD, LLP2 years Filed as: BKD LLP Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $5,827 |
MAC CONSTRUCTION4 years Service code 99 1908 UNRUH CT · NEW ALBANY, IN 471516787 | Other Fees | $5,335 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,421 | $92,971-17.8% | $96,683-21.0% | $74,419+2.7% |
| Participation rate | 85.7% | 71.5%+14.2pp | 74.3%+11.4pp | 70.7%+15.0pp |
| Annual return | 16.49% | 37.49%-21.0pp | 35.69%-19.2pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,450 | $3,426-57.7% | $3,737-61.2% | $2,637-45.0% |
| Participant deferral / active EE | $4,503 | $3,970+13.4% | $4,878-7.7% | $4,528-0.6% |
| Admin fee / account holder | $88 | $633-86.1% | $6,730-98.7% | $348-74.7% |