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 |
|---|---|---|
MCCREADY & KEENE INC.3+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $48,282 |
Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $43,677 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $7,806 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER WELLER HEISER Service code 27 P.O. BOX 159 · ST. CLOUD, MN 56302 | Advisory (Plan) | $6,850 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,905 | $38,833+494.6% | $78,778+193.1% | $77,958+196.2% |
| Participation rate | 1.7% | 60.9%-59.3pp | 69.2%-67.5pp | 71.6%-70.0pp |
| Annual return | 12.64% | 20.31%-7.7pp | 35.62%-23.0pp | 20.87%-8.2pp |
| Employer contribution / active EE | $22 | $840-97.4% | $1,986-98.9% | $2,310-99.0% |
| Participant deferral / active EE | $773 | $1,776-56.5% | $2,958-73.9% | $3,537-78.1% |
| Admin fee / account holder | $1,172 | $89+1216.0% | $5,134-77.2% | $97+1103.0% |