Filed October 23, 2014 (most recent of 5 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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $534,867 |
WELLINGTON TRUST COMPANY2+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $226,757 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $132,455 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $81,696 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 245 PARK AVENUE · NEW YORK, NY 10167 | Advisory (Plan) | $45,495 |
Service code 27 · EIN 22-4400532 | Advisory (Plan) | $25,438 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $15,211 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.74% | 9.41%-2.7pp | 5.00%+1.7pp | 9.19%-2.5pp |
| Employer contribution / active EE | $3,362 | $8,353-59.8% | $35,918-90.6% | $12,608-73.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |