Filed July 28, 2003
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 |
|---|---|---|
BPS&M2+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $45,463 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: HILLIARD LYONS TRUST COMPANY, LLC Service code 28 · EIN 35-2326302 | Investment Management | $40,699 |
PNC BANK, N.A.2+ years Service code 21 · EIN 22-1146430 | Bank Trustee | $23,689 |
DEAN DORTON ALLEN FORD, PLLC2+ years Service code 10 · EIN 27-3858252 | Accounting | $12,800 |
INVESCO2+ years Service code 28 · EIN 54-6616410 | Investment Management | $6,342 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 6.02% | 4.08%+1.9pp | 3.97%+2.1pp | 11.88%-5.9pp |
| Employer contribution / active EE | $10,991 | $19,692-44.2% | $28,168-61.0% | $14,612-24.8% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |