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| Provider | Service type | Compensation |
|---|---|---|
STERN BROTHERS3 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $11,955 |
Filed as: DEMARS PENSION CONSULTING Service code 15 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Recordkeeping | $11,155 |
WSRP, LLC3 years Filed as: WSRP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 87-0517754 155 NORTH 400 WEST · SALT LAKE CITY, UT 84105 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,571 | $58,320+60.4% | $86,451+8.2% | $66,949+39.8% |
| Participation rate | 98.0% | 78.6%+19.4pp | 80.3%+17.7pp | 69.8%+28.2pp |
| Annual return | 15.26% | -9.71%+25.0pp | 4398.51%-4383.3pp | 1.57%+13.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,953-100.0% | $4,239-100.0% |
| Admin fee / account holder | $303 | $546-44.5% | $6,734-95.5% | $594-49.0% |