Filed August 29, 1990
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 |
|---|---|---|
STERN BROTHERS1+ years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET, SUITE 501 · KANSAS CITY, MO 64105 | Valuation (appraisals, etc.) | $8,840 |
BKD, LLP1+ years Filed as: BKD WEALTH ADVISORS Service code 14 910 E. SAINT LOUIS, SUITE 200 · SPRINGFIELD, MO 65801 | Plan Administrator | $8,196 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $460 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $248,982 | $70,002+255.7% | $115,037+116.4% | $52,331+375.8% |
| Participation rate | 82.2% | 72.1%+10.1pp | 81.4%+0.8pp | 68.1%+14.1pp |
| Annual return | 25.67% | 4.04%+21.6pp | 26.14%-0.5pp | 4.54%+21.1pp |
| Employer contribution / active EE | $12,868 | $2,715+374.0% | $4,608+179.3% | $1,882+583.9% |
| Participant deferral / active EE | $5,126 | $4,920+4.2% | $6,026-14.9% | $3,022+69.6% |
| Admin fee / account holder | $215 | $566-62.1% | $8,175-97.4% | $592-63.7% |