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 |
|---|---|---|
EKON BENEFITS7+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $14,368 |
WEALTHSOUTH3 years Service code 21 513 LEGION DRIVE · HARRODSBURG, KY 40330 | Bank Trustee | $12,000 |
UHY LLP7+ years Service code 10 · EIN 20-0694403 P.O. BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $10,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,085 | $64,176+108.9% | $112,263+19.4% | $66,949+100.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 13.85% | -13.80%+27.6pp | 27.49%-13.6pp | 1.57%+12.3pp |
| Employer contribution / active EE | $6,294 | $3,007+109.3% | $3,636+73.1% | $2,545+147.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $238 | $626-62.0% | $6,410-96.3% | $594-59.9% |