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 |
|---|---|---|
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 |
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% | - |