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 |
|---|---|---|
Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $13,443 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $10,601 |
STERN BROTHERS3+ years Service code 34 · EIN 23-4567891 | Valuation (appraisals, etc.); Direct ... | $8,240 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 | Legal | $5,200 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,581 | $80,753-39.8% | $136,298-64.4% | $62,293-22.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 5.34% | 35.83%-30.5pp | 5156.27%-5150.9pp | 28.90%-23.6pp |
| Employer contribution / active EE | $3,941 | $2,884+36.7% | $4,696-16.1% | $2,042+93.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $309 | $525-41.2% | $9,244-96.7% | $479-35.5% |