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 |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $133,493 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $131,848 |
KENNEDY CAPITAL MANAGEMENT6+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $102,170 |
MERGANSER CAPITAL MANAGEMENT4 years Service code 27 · EIN 46-3651540 | Advisory (Plan) | $95,582 |
Service code 27 · EIN 52-1200960 | Advisory (Plan) | $65,668 |
SCOUT INVESTMENTS, INC.3 years Service code 27 · EIN 45-1925734 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Advisory (Plan) | $65,339 |
ARGUS INV COUNSEL INC4 years Filed as: ARGUS INVESTORS COUNSEL Service code 27 · EIN 13-1931123 | Advisory (Plan) | $51,644 |
WELLINGTON TRUST COMPANY6+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $44,164 |
Service code 27 · EIN 22-4400532 | Advisory (Plan) | $23,243 |
REAMS ASSET MANAGEMENT1 year Filed as: REAMS Service code 27 · EIN 43-1925734 | Advisory (Plan) | $22,409 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 13.73% | 12.77%+1.0pp | 90.61%-76.9pp | 12.86%+0.9pp |
| Employer contribution / active EE | $7,571 | $8,963-15.5% | $32,730-76.9% | $13,687-44.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |