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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $272,608 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-0227680 | Bank Trustee | $131,574 |
KENNEDY CAPITAL MANAGEMENT7+ years Service code 27 10829 OLIVE BLVD. · ST. LOUIS, MO 63141 | Advisory (Plan) | $51,940 |
SCOUT INVESTMENTS, INC.4 years Service code 27 · EIN 45-1925734 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Advisory (Plan) | $30,860 |
ARGUS INV COUNSEL INC5 years Filed as: ARGUS INVESTORS COUNSEL Service code 27 · EIN 13-1931123 | Advisory (Plan) | $24,039 |
Service code 27 · EIN 52-1200960 | Advisory (Plan) | $23,327 |
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 11.47% | 35.98%-24.5pp | 10.75%+0.7pp | 15.63%-4.2pp |
| Employer contribution / active EE | $5,088 | $8,396-39.4% | $35,170-85.5% | $11,476-55.7% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |