Filed June 20, 2007 (most recent of 3 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 |
|---|---|---|
Service code 10 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Accounting | $31,121 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $14,389 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
GREG HARVEY1 year Filed as: GREG A HARVEY Service code 53 10975 BENSON DR STE 300 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,362 | $56,443-12.5% | $83,831-41.1% | $55,727-11.4% |
| Participation rate | 71.2% | 72.0%-0.8pp | 76.1%-4.9pp | 70.9%+0.4pp |
| Annual return | -1.11% | 393.67%-394.8pp | 850.99%-852.1pp | 244.94%-246.0pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,821 | $2,965+62.6% | $4,082+18.1% | $3,356+43.7% |
| Admin fee / account holder | $23 | $156-85.2% | $5,479-99.6% | $115-79.9% |