Filed March 11, 1998
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 |
|---|---|---|
LAWING FINANCIAL2+ years Filed as: LAWING FINANCIAL INC. Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,430 |
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $38,764 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $20,488 |
MILLER, WELLE, HEISER & CO, LTD2+ years Filed as: MILLER, WELLE, HEISER & CO., LTD. Service code 10 · EIN 04-1334380 | Accounting | $6,800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,352 | $37,044+119.6% | $71,796+13.3% | $57,658+41.1% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.1%+16.9pp | 70.2%+15.8pp |
| Annual return | 28.85% | 12.64%+16.2pp | 78.04%-49.2pp | 5.13%+23.7pp |
| Employer contribution / active EE | $1,638 | $720+127.5% | $1,924-14.9% | $1,974-17.0% |
| Participant deferral / active EE | $2,656 | $1,974+34.5% | $2,794-5.0% | $3,061-13.2% |
| Admin fee / account holder | $251 | $101+148.7% | $4,815-94.8% | $95+165.6% |