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.4+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $49,886 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $19,656 |
Service code 27 6201 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,987 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $7,261 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER WELLER HEISER Service code 27 P.O. BOX 159 · ST. CLOUD, MN 56302 | Advisory (Plan) | $6,900 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,015 | $33,780-46.7% | $74,551-75.8% | $75,289-76.1% |
| Participation rate | 85.5% | 62.7%+22.8pp | 69.1%+16.3pp | 72.4%+13.0pp |
| Annual return | -6.92% | -1.24%-5.7pp | 32.53%-39.5pp | -0.04%-6.9pp |
| Employer contribution / active EE | $2,574 | $845+204.6% | $1,961+31.3% | $2,405+7.0% |
| Participant deferral / active EE | $815 | $1,890-56.9% | $3,108-73.8% | $3,739-78.2% |
| Admin fee / account holder | $84 | $86-2.4% | $5,059-98.3% | $102-17.6% |