Filed March 1, 2006 (most recent of 3 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 |
|---|---|---|
COMMERCE BANK3+ years Service code 13 · EIN 44-0200220 | Contract Administrator | $95,041 |
LONGFELLOW3+ years Service code 28 · EIN 43-0497480 | Investment Management | $61,096 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT STRATEGIES GROUP Service code 28 · EIN 43-1708520 | Investment Management | $60,000 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $45,583 |
ELK CREEK PARTNERS, LLC3+ years Filed as: ELK CREEK PARTNERS Service code 28 · EIN 27-5463196 | Investment Management | $36,931 |
Filed as: GREAT WEST TRUST COMPANY, LLC Service code 28 · EIN 84-1455663 | Investment Management | $25,238 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 22 · EIN 06-1050034 | Insurance Broker | $5,956 |
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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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | -86.15% | 9.90%-96.0pp | 10.16%-96.3pp | 10.21%-96.4pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |