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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $273,962 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $128,559 |
WELLINGTON TRUST COMPANY5+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $121,954 |
KENNEDY CAPITAL MANAGEMENT5+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $108,357 |
SCOUT INVESTMENTS, INC.2 years Service code 27 · EIN 43-1925734 1201 WALNUT STREET · KANSAS CITY, MI 64106 | Advisory (Plan) | $70,897 |
MERGANSER CAPITAL MANAGEMENT3 years Service code 27 · EIN 46-3651540 | Advisory (Plan) | $43,344 |
ARGUS INV COUNSEL INC3 years Filed as: ARGUS INVESTORS COUNSEL Service code 27 · EIN 13-1931123 | Advisory (Plan) | $42,110 |
Service code 27 · EIN 22-4400532 | Advisory (Plan) | $37,157 |
Service code 27 · EIN 52-1200960 | Advisory (Plan) | $19,762 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $16,142 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.46% | 34.64%-17.2pp | 20.73%-3.3pp | 21.83%-4.4pp |
| Employer contribution / active EE | $3,378 | $7,654-55.9% | $36,503-90.7% | $12,237-72.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |