Filed January 6, 2009 (most recent of 2 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 |
|---|---|---|
SES ADVISORS, INC.3+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $30,398 |
Service code 29 · EIN 93-1093465 | Legal | $24,899 |
CLARK NUBER3+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $12,525 |
PRAIRIE CAPITAL ADVISORS1 year Service code 29 · EIN 36-4072641 | Legal | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,908 | $155,795-61.5% | $136,298-56.0% | $69,634-14.0% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 35.28% | 232464.33%-232429.1pp | 5156.27%-5121.0pp | 27572.26%-27537.0pp |
| Employer contribution / active EE | $274 | $2,991-90.9% | $4,696-94.2% | $2,032-86.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $121 | $128-5.8% | $9,244-98.7% | $110+9.3% |