Filed May 20, 2006 (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 |
|---|---|---|
BENEFIT TRUST COMPANY1 year Filed as: BENEFIT TRUST CO. Service code 21 · EIN 41-2112888 | Bank Trustee | $42,454 |
ALLEN, GIBBS & HOULIK, L.C.10+ years Service code 15 301 N MAIN ST STE 1700 · WICHITA, KS 67202 | Recordkeeping | $28,965 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,435 | $130,224-2.9% | $197,124-35.9% | $79,634+58.8% |
| Participation rate | 99.8% | 87.8%+12.0pp | 86.7%+13.1pp | 62.5%+37.3pp |
| Annual return | 12.50% | 23.65%-11.1pp | 44.34%-31.8pp | 36.46%-24.0pp |
| Employer contribution / active EE | $5,719 | $4,314+32.6% | $6,227-8.2% | $2,529+126.1% |
| Participant deferral / active EE | $5,510 | $7,378-25.3% | $9,135-39.7% | $3,835+43.7% |
| Admin fee / account holder | $128 | $254-49.8% | $16,298-99.2% | $1,002-87.3% |