Filed May 10, 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 |
|---|---|---|
SUNFLOWER BANK1 year Filed as: SUNFLOWER BANK NA Service code 27 3025 CORTLAND CIR · SALINA, KS 67401 | Advisory (Plan) | $35,199 |
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $18,774 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,098 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,039 | $79,223+8.6% | $102,460-16.0% | $74,478+15.5% |
| Participation rate | 81.3% | 74.8%+6.6pp | 76.5%+4.8pp | 67.2%+14.1pp |
| Annual return | 24.68% | 54.98%-30.3pp | 29.47%-4.8pp | 1370.56%-1345.9pp |
| Employer contribution / active EE | $2,189 | $2,363-7.4% | $3,025-27.6% | $2,626-16.7% |
| Participant deferral / active EE | $4,921 | $4,417+11.4% | $5,056-2.7% | $4,350+13.1% |
| Admin fee / account holder | $326 | $2,003-83.7% | $9,460-96.6% | $1,946-83.2% |