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 13 · EIN 43-1021898 3552 NE RALPH POWELL ROAD · LEES SUMMIT, MO 64064 | Contract Administrator | $31,761 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,059 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 · EIN 04-2746212 | Insurance Commissions | $203 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GREG HARVEY3 years Filed as: GREG A HARVEY Service code 53 10975 BENSON DR STE 300 · OVERLAND PARK, KS 66210 | Insurance Commissions | $0 |
INVESCO2 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,093 | $91,517-32.2% | $101,275-38.7% | $73,415-15.4% |
| Participation rate | 78.2% | 73.8%+4.4pp | 75.8%+2.4pp | 72.2%+6.0pp |
| Annual return | 15.82% | 17.17%-1.4pp | 46.46%-30.6pp | 59.30%-43.5pp |
| Employer contribution / active EE | $8 | $2,877-99.7% | $3,660-99.8% | $2,234-99.7% |
| Participant deferral / active EE | $6,147 | $3,338+84.1% | $4,370+40.7% | $3,806+61.5% |
| Admin fee / account holder | $20 | $216-90.5% | $5,948-99.7% | $158-87.0% |