Filed July 27, 1999 (most recent of 4 filings on file)
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 |
|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: BUCKINGHAM ASSET MANAGEMENT, INC. Service code 17 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Pension Consulting | $60,082 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 15 · EIN 62-0951563 | Recordkeeping | $41,216 |
ASCENSUS LLC2+ years Filed as: MEANS & ASSOCIATES Service code 13 · EIN 33-0802604 | Contract Administrator | $21,560 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,532 | $50,106-7.1% | $69,779-33.3% | $57,658-19.3% |
| Participation rate | 81.1% | 70.9%+10.3pp | 71.8%+9.3pp | 70.2%+10.9pp |
| Annual return | 9.33% | 14.58%-5.3pp | 12.99%-3.7pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,157 | $1,739-33.5% | $2,338-50.5% | $1,974-41.4% |
| Participant deferral / active EE | $2,627 | $2,486+5.7% | $2,931-10.3% | $3,061-14.2% |
| Admin fee / account holder | $312 | $89+249.7% | $4,381-92.9% | $95+229.9% |