Filed January 13, 2013 (most recent of 5 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 27 · EIN 47-1411118 | Advisory (Plan) | $1,972 |
FREDRICK NICHOLAS KELLEY1 year Service code 53 17110 MARCY ST. STE. 104 · OMAHA, NE 68118 | Insurance Commissions | $0 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $0 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 53 · EIN 11-2551174 | Insurance Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,679 | $89,739-42.4% | $149,721-65.5% | $62,293-17.0% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 17.15% | 21.01%-3.9pp | 1501.67%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,126 | $3,233-34.2% | $5,444-61.0% | $2,042+4.1% |
| Participant deferral / active EE | $3,151 | $4,797-34.3% | $6,568-52.0% | $3,169-0.6% |
| Admin fee / account holder | $64 | $551-88.4% | $11,282-99.4% | $479-86.6% |