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 BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $27,074 |
UHY LLP8+ years Service code 10 · EIN 20-0694403 P.O. BOX 8505 · CAROL STREAM, IL 60197 | Accounting | $11,275 |
WEALTHSOUTH4 years Service code 21 513 LEGION DRIVE · HARRODSBURG, KY 40330 | Bank Trustee | $9,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,502 | $76,696+111.9% | $96,538+68.3% | $71,529+127.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 34.02% | 48.32%-14.3pp | 35.74%-1.7pp | 28.97%+5.0pp |
| Employer contribution / active EE | $4,780 | $3,032+57.7% | $3,740+27.8% | $2,590+84.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $289 | $2,030-85.8% | $6,737-95.7% | $1,588-81.8% |