Filed November 9, 2005 (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 |
|---|---|---|
Filed as: NORTH AMERICA KTRADE ALLIANCE Service code 15 · EIN 32-0169227 | Recordkeeping | $28,302 |
STRATEGIC FINANCIAL GROUP3 years Filed as: STEFFES FINANCIAL LTD Service code 27 · EIN 74-2834375 | Advisory (Plan) | $16,966 |
Service code 13 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $10 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,967 | $130,294+47.3% | $170,057+12.9% | $71,529+168.4% |
| Participation rate | 96.1% | 86.2%+9.9pp | 87.0%+9.1pp | 67.9%+28.1pp |
| Annual return | 11.67% | 20.36%-8.7pp | 53.42%-41.7pp | 28.97%-17.3pp |
| Employer contribution / active EE | $7,516 | $4,385+71.4% | $6,790+10.7% | $2,590+190.2% |
| Participant deferral / active EE | $4,968 | $6,928-28.3% | $10,411-52.3% | $4,291+15.8% |
| Admin fee / account holder | $268 | $966-72.3% | $12,826-97.9% | $1,588-83.1% |