Filed May 21, 2012 (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 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $133,200 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, SUITE 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,088 |
LUTZ & COMPANY, PC8+ years Service code 10 · EIN 47-0625816 | Accounting | $9,420 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,690 | $82,188+279.2% | $125,401+148.6% | $64,829+380.8% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -18.08% | 3.50%-21.6pp | 572.53%-590.6pp | 32.85%-50.9pp |
| Employer contribution / active EE | $11,767 | $3,617+225.3% | $4,816+144.3% | $2,507+369.4% |
| Participant deferral / active EE | $14,488 | $7,177+101.9% | $7,448+94.5% | $4,312+236.0% |
| Admin fee / account holder | $227 | $163+39.1% | $10,008-97.7% | $188+20.8% |