Filed April 28, 2007
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 |
|---|---|---|
HUSCH BLACKWELL1 year Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $12,488 |
PFG1 year Service code 15 · EIN 42-0127290 | Recordkeeping | $11,164 |
Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $10,593 |
BKD, LLP1 year Filed as: BKD LLP Service code 16 · EIN 44-0160260 | Consulting | $10,379 |
STERN BROTHERS2+ years Service code 34 · EIN 23-4567891 | Valuation (appraisals, etc.); Direct ... | $8,705 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,911 | $76,551-29.6% | $123,894-56.5% | $62,881-14.3% |
| Participation rate | 98.8% | 73.0%+25.8pp | 81.4%+17.4pp | 69.3%+29.5pp |
| Annual return | 29.66% | 18.68%+11.0pp | 47.52%-17.9pp | 20.14%+9.5pp |
| Employer contribution / active EE | $5,603 | $2,882+94.4% | $4,617+21.4% | $2,281+145.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $570 | $4,826-88.2% | $8,357-93.2% | $4,296-86.7% |