Filed August 5, 1994
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.
See peer percentile detail with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3+ years Service code 13 1201 WALNUT STREET, SUITE 1700 · KANSAS CITY, MO 64106 | Contract Administrator | $13,756 |
EQUITY SERVICES INC3+ years Filed as: EQUITY SOLUTIONS, LLC Service code 34 19546 METCALF · STILLWELL, KS 66085 | Valuation (appraisals, etc.) | $12,452 |
THE WHITLOCK COMPANY3+ years Filed as: WHITLOCK COMPANY LLP Service code 10 3271 E BATTLEFIELD STREET · SPRINGFIELD, MO 65804 | Accounting | $5,952 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 PO BOX 802765 · KANSAS CITY, MO 641802765 | Legal | $5,412 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,554 | $64,954+28.6% | $115,752-27.8% | $62,292+34.1% |
| Participation rate | 96.4% | 73.0%+23.4pp | 77.8%+18.7pp | 69.5%+26.9pp |
| Annual return | 8.08% | 24.87%-16.8pp | 19.41%-11.3pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,872 | $2,344-20.1% | $3,492-46.4% | $2,042-8.3% |
| Participant deferral / active EE | $2,191 | $3,665-40.2% | $5,204-57.9% | $3,169-30.9% |
| Admin fee / account holder | $133 | $414-67.8% | $6,278-97.9% | $479-72.2% |