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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $110,723 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $70,398 |
FINANCIAL SOLUTIONS MIDWEST, LLC7+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $55,362 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,789 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,678 | $144,879-25.7% | $111,319-3.3% | $93,010+15.8% |
| Participation rate | 99.5% | 86.1%+13.3pp | 77.3%+22.2pp | 73.9%+25.6pp |
| Annual return | 12.63% | 18.11%-5.5pp | 54.68%-42.0pp | 158.70%-146.1pp |
| Employer contribution / active EE | $4,589 | $3,052+50.3% | $2,732+68.0% | $2,705+69.6% |
| Participant deferral / active EE | $4,014 | $5,576-28.0% | $4,488-10.5% | $4,561-12.0% |
| Admin fee / account holder | $143 | $104+38.2% | $7,966-98.2% | $152-5.7% |