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 | $35,680 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,703 |
Filed as: MML INVESTORS SERVICES, INC. Service code 53 | Insurance Commissions | $692 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
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 | $70,995 | $78,275-9.3% | $109,191-35.0% | $86,828-18.2% |
| Participation rate | 81.2% | 73.8%+7.4pp | 75.9%+5.3pp | 72.3%+8.9pp |
| Annual return | 17.63% | 19.14%-1.5pp | 25.76%-8.1pp | 97.95%-80.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,723-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $6,491 | $3,641+78.3% | $4,653+39.5% | $4,132+57.1% |
| Admin fee / account holder | $20 | $198-89.8% | $6,756-99.7% | $170-88.1% |