Filed April 11, 2007 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LLC Service code 29 | Legal | $42,291 |
ENTERPRISE BANK & TRUST10+ years Filed as: ENTERPRISE TRUST COMPANY Service code 27 · EIN 43-1472619 | Advisory (Plan) | $40,036 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,425 |
MILLIMAN, INC.1 year Service code 11 | Actuarial | $4,620 |
Filed as: OCTOBER 3 CONSULTING Service code 17 | Pension Consulting | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | -14.35% | 7.46%-21.8pp | 8.10%-22.4pp | 13.05%-27.4pp |
| Employer contribution / active EE | $0 | $34,689-100.0% | $28,649-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |