Filed June 14, 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 |
|---|---|---|
Service code 14 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Plan Administrator | $22,000 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $16,833 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS I Service code 16 PO BOX 3113 · WICHITA, KS 67201 | Consulting | $11,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,216 |
Filed as: PICKETT, CHANEY, & MCMULLEN LLP Service code 10 9401 W. 87TH STREET · OVERLAND PARK, KS 66212 | Accounting | $8,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,248 | $33,780+116.8% | $74,550-1.7% | $75,289-2.7% |
| Participation rate | 36.0% | 62.7%-26.6pp | 69.1%-33.1pp | 72.4%-36.4pp |
| Annual return | -4.63% | -1.24%-3.4pp | 32.53%-37.2pp | -0.04%-4.6pp |
| Employer contribution / active EE | $370 | $845-56.3% | $1,961-81.2% | $2,405-84.6% |
| Participant deferral / active EE | $1,421 | $1,890-24.8% | $3,108-54.3% | $3,739-62.0% |
| Admin fee / account holder | $47 | $86-45.4% | $5,060-99.1% | $102-53.9% |