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 |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $38,443 |
PRAIRIE CAPITAL ADVISORS6 years Filed as: PRARIE CAPITAL ADVISORS Service code 29 · EIN 36-4072641 | Legal | $18,128 |
CLARK NUBER9+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $18,000 |
Annual investment return 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 | $177,646 | $95,438+86.1% | $135,998+30.6% | $74,478+138.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.10% | 32.61%-17.5pp | 68.37%-53.3pp | 34.37%-19.3pp |
| Employer contribution / active EE | $6,434 | $3,878+65.9% | $4,860+32.4% | $2,637+144.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $95 | $259-63.4% | $10,769-99.1% | $347-72.7% |