Filed January 17, 2005 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES2+ years Filed as: FIRST BANKERS TRUST Service code 21 · EIN 37-0622729 | Bank Trustee | $39,775 |
PRAIRIE CAPITAL ADVISORS2+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $14,458 |
POSTLETHWAITE & NETTERVILLE2+ years Service code 10 · EIN 72-1202441 | Accounting | $13,965 |
NYHART2+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $10,815 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $185,505 | $80,177+131.4% | $123,894+49.7% | $57,658+221.7% |
| Participation rate | 98.9% | 74.4%+24.5pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 19.67% | 17.90%+1.8pp | 47.52%-27.8pp | 5.13%+14.5pp |
| Employer contribution / active EE | $5,390 | $2,913+85.1% | $4,617+16.7% | $1,974+173.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $263 | $106+147.7% | $8,357-96.8% | $95+178.6% |