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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $345,631 |
WELLINGTON TRUST COMPANY3+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $151,084 |
KENNEDY CAPITAL MANAGEMENT3+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $101,108 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $91,701 |
Service code 27 · EIN 52-1200960 | Advisory (Plan) | $80,020 |
Service code 27 · EIN 22-4400532 | Advisory (Plan) | $41,612 |
ARGUS INV COUNSEL INC1 year Filed as: ARGUS INVESTORS COUNSEL Service code 27 · EIN 13-1931123 | Advisory (Plan) | $36,006 |
Service code 27 · EIN 46-3651540 | Advisory (Plan) | $34,175 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $15,515 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.58% | 26.60%-14.0pp | 10.16%+2.4pp | 17.84%-5.3pp |
| Employer contribution / active EE | $3,618 | $7,232-50.0% | $33,192-89.1% | $14,688-75.4% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |