Filed August 12, 2008
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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.10+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $247,744 |
TWO WEST CAPITAL ADVISORS9 years Filed as: TWO WEST Service code 17 4551 W. 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207 | Pension Consulting | $79,564 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 26 118 W IRON · SALINA, KS 67402 | Advisory (Participants) | $77,715 |
KCOE ISOM, LLP10+ years Service code 10 6125 SKY POND DR. STE 200 · LOVELAND, CO 805389374 | Accounting | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,230 | $55,694+11.7% | $81,882-24.0% | $200,096-68.9% |
| Participation rate | 69.6% | 62.7%+6.9pp | 72.4%-2.8pp | 72.0%-2.4pp |
| Annual return | 12.72% | 19.59%-6.9pp | 779.47%-766.8pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,192 | $2,114-43.6% | $2,916-59.1% | $3,038-60.8% |
| Participant deferral / active EE | $2,451 | $3,299-25.7% | $4,323-43.3% | $5,090-51.9% |
| Admin fee / account holder | $178 | $348-48.8% | $7,360-97.6% | $269-33.8% |