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.
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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 462500460 | Actuarial | $49,039 |
BRENTWOOD ASSET ADVISORS1 year Filed as: BRENTWOOD ASSET ADVISORS, INC. Service code 20 · EIN 59-3718394 1221 SOUTH FIRST ST. 1A · JACKSONVILLE, FL 32250 | Direct payment from the plan; Trustee... | $25,000 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK Service code 19 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $23,029 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $10,425 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -4.81% | 13.30%-18.1pp | 4.36%-9.2pp | -0.69%-4.1pp |
| Employer contribution / active EE | $2,482 | $10,363-76.0% | $27,383-90.9% | $16,786-85.2% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |