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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $238,065 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $142,434 |
WELLINGTON TRUST COMPANY4+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $132,157 |
KENNEDY CAPITAL MANAGEMENT4+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $109,018 |
ARGUS INV COUNSEL INC2 years Filed as: ARGUS INVESTORS COUNSEL Service code 27 · EIN 13-1931123 | Advisory (Plan) | $76,382 |
Service code 27 · EIN 52-1200960 | Advisory (Plan) | $71,648 |
MERGANSER CAPITAL MANAGEMENT2 years Service code 27 · EIN 46-3651540 | Advisory (Plan) | $65,671 |
Service code 27 · EIN 22-4400532 | Advisory (Plan) | $21,885 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $15,825 |
SCOUT INVESTMENTS, INC.1 year Service code 27 · EIN 43-1925734 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Advisory (Plan) | $15,228 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.28% | 9.64%-14.9pp | -102.04%+96.8pp | 33.37%-38.6pp |
| Employer contribution / active EE | $2,220 | $8,034-72.4% | $36,232-93.9% | $11,253-80.3% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |