Filed July 30, 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 |
|---|---|---|
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 462500460 | Actuarial | $25,634 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 19 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $18,917 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $7,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -2.66% | -0.81%-1.8pp | -2.90%+0.2pp | 2.81%-5.5pp |
| Employer contribution / active EE | $10,268 | $22,644-54.7% | $27,990-63.3% | $16,358-37.2% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |