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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $20,255 |
STERN BROTHERS2 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $11,500 |
WSRP, LLC2 years Filed as: WSRP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 87-0517754 155 NORTH 400 WEST · SALT LAKE CITY, UT 84105 | Accounting | $11,300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,476 | $73,638+17.4% | $108,405-20.2% | $79,389+8.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 3.57% | 33.27%-29.7pp | 905.55%-902.0pp | 116.89%-113.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $400 | $638-37.3% | $7,297-94.5% | $626-36.1% |