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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,552 |
BKD, LLP3+ years Service code 10 910 E. ST. LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65801 | Accounting | $12,802 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 16 300 S. CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Consulting | $6,993 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,663 | $37,203-1.5% | $154,110-76.2% | $55,727-34.2% |
| Participation rate | 94.8% | 64.1%+30.7pp | 83.0%+11.8pp | 70.9%+23.9pp |
| Annual return | 8.17% | 1320.03%-1311.9pp | 735.22%-727.1pp | 244.94%-236.8pp |
| Employer contribution / active EE | $1,601 | $1,614-0.8% | $5,298-69.8% | $2,078-23.0% |
| Participant deferral / active EE | $0 | $2,069-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $55 | $102-45.9% | $13,412-99.6% | $115-52.3% |