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| Provider | Service type | Compensation |
|---|---|---|
WSRP, LLC5 years Filed as: WSRP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 87-0517754 155 NORTH 400 WEST · SALT LAKE CITY, UT 84105 | Accounting | $21,750 |
Filed as: DEMARS PENSION CONSULTING Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $14,820 |
STERN BROTHERS1 year Filed as: STERN BORTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET · KANSAS CITY, MO 640152149 | Valuation (appraisals, etc.) | $12,950 |
Filed as: TRANSITION FINANCIAL SERVICES, LLC Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $6,844 |
ASCENSUS LLC1 year Filed as: ASCENSUS- FUTURE PLAN Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $6,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,902 | $78,976+11.3% | $100,383-12.4% | $74,546+17.9% |
| Participation rate | 95.7% | 79.5%+16.2pp | 81.5%+14.2pp | 67.2%+28.5pp |
| Annual return | -1.90% | 20.62%-22.5pp | 49.26%-51.2pp | 1366.03%-1367.9pp |
| Employer contribution / active EE | $16,537 | $3,019+447.8% | $3,944+319.3% | $2,624+530.1% |
| Participant deferral / active EE | $0 | $7,758-100.0% | $8,086-100.0% | $4,347-100.0% |
| Admin fee / account holder | $470 | $1,330-64.6% | $7,900-94.0% | $1,944-75.8% |