Filed December 9, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES Service code 15 · EIN 43-1904010 1699 S. HANLEY RD., SUITE 300 · ST. LOUIS, MO 63144 | Recordkeeping | $15,386 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $12,058 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,760 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,439 | $52,884+69.1% | $84,753+5.5% | $55,167+62.1% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 11.32% | 18.03%-6.7pp | 22.78%-11.5pp | 169.23%-157.9pp |
| Employer contribution / active EE | $1,514 | $2,233-32.2% | $3,574-57.6% | $1,963-22.8% |
| Participant deferral / active EE | $6,826 | $2,644+158.2% | $3,712+83.9% | $3,054+123.5% |
| Admin fee / account holder | $244 | $581-58.0% | $5,333-95.4% | $504-51.6% |