Filed November 5, 2008
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 |
|---|---|---|
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $76,834 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,938 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 55 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Other Commissions | $7,393 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,117 | $58,758-38.5% | $69,779-48.2% | $63,975-43.5% |
| Participation rate | 89.8% | 77.5%+12.3pp | 71.8%+17.9pp | 71.1%+18.6pp |
| Annual return | 10.78% | 18.05%-7.3pp | 12.99%-2.2pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,012 | $1,973+2.0% | $2,338-13.9% | $2,182-7.8% |
| Participant deferral / active EE | $4,439 | $2,912+52.4% | $2,931+51.5% | $3,356+32.2% |
| Admin fee / account holder | $73 | $71+2.9% | $4,381-98.3% | $70+3.8% |