Filed December 29, 1992
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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $101,352 |
FINANCIAL SOLUTIONS MIDWEST, LLC5+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $50,676 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $37,014 |
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $30,361 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING FORT WAYNE Service code 13 | Contract Administrator | $25,975 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
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 | $78,753 | $105,173-25.1% | $87,102-9.6% | $77,775+1.3% |
| Participation rate | 99.7% | 85.8%+13.9pp | 76.9%+22.8pp | 73.2%+26.5pp |
| Annual return | 20.35% | 24.52%-4.2pp | 28.19%-7.8pp | 32.58%-12.2pp |
| Employer contribution / active EE | $3,927 | $2,890+35.9% | $2,521+55.8% | $2,504+56.9% |
| Participant deferral / active EE | $3,657 | $5,048-27.6% | $4,048-9.7% | $3,966-7.8% |
| Admin fee / account holder | $134 | $105+28.1% | $7,493-98.2% | $100+33.9% |