Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 28 300 SOUTH CAMPBELL AVENUE · SPRINGFIELD, MO 65806 | Investment Management | $65,619 |
FIDUCIARYFIRST LLC1+ years Filed as: FIDUCIARYFIRST, LLC Service code 17 220 LOOKOUT PLACE · MAITLAND, FL 32751 | Pension Consulting | $19,205 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,180 |
Filed as: MCNAIR & ASSOCIATES Service code 10 PO BOX 819 · FAYETTEVILLE, AR 722116022 | Accounting | $483 |
OVERBY, GRAHAM & STRIGEL PA1+ years Filed as: OVERBY, STRIGEL, BOYD & WESTBROOK, Service code 29 10809 EXECUTIVE CENTER DRIVE · LITTLE ROCK, AR 72211 | Legal | $385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,845 | $37,039+15.7% | $147,618-71.0% | $59,188-27.6% |
| Participation rate | 62.2% | 63.8%-1.6pp | 84.6%-22.5pp | 69.4%-7.3pp |
| Annual return | 1.15% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,499 | $1,353+10.8% | $5,564-73.1% | $2,098-28.5% |
| Participant deferral / active EE | $2,331 | $2,094+11.4% | $4,895-52.4% | $3,265-28.6% |
| Admin fee / account holder | $46 | $60-22.8% | $11,612-99.6% | $92-49.6% |