Filed October 16, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 17 P.O. BOX 219073 · KANSAS CITY, MO 641219073 | Pension Consulting | $79,855 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,760 |
MATRIX TRUST COMPANY3 years Service code 15 · EIN 75-3182674 | Recordkeeping | $22,118 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 6.93% | 8.15%-1.2pp | 8.04%-1.1pp | 8.76%-1.8pp |
| Employer contribution / active EE | $56,414 | $60,767-7.2% | $42,693+32.1% | $16,664+238.5% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |