Filed December 31, 1990
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 |
|---|---|---|
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $180,000 |
KBT HEALTH & WELFARE6+ years Service code 15 · EIN 48-0691769 | Recordkeeping | $150,023 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 95-4871432 | Investment Management | $128,041 |
BENESYS, INC.2 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $56,500 |
GARY MUCKENTHALER6+ years Service code 14 4101 SW SOUTHGATE · TOPEKA, KS 66603 | Plan Administrator | $52,312 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 45-3626181 | Investment Management | $44,534 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 95-3571558 | Investment Management | $39,464 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS BANK Service code 18 · EIN 36-2085229 | Custodial (securities); Custodial (ot... | $36,261 |
Filed as: PRUDENTIAL CAPITAL PARTNERS Service code 28 · EIN 81-2671090 | Investment Management | $28,698 |
Filed as: SSC CPAS, P.A. Service code 10 · EIN 48-9069601 | Accounting | $23,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.59% | 6.41%+3.2pp | 8.01%+1.6pp | 11.45%-1.9pp |
| Employer contribution / active EE | $8,207 | $11,592-29.2% | $29,475-72.2% | $17,219-52.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |