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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 | $13,500 |
STERN BROTHERS4 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $12,375 |
WSRP, LLC4 years Filed as: WSRP CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 87-0517754 155 NORTH 400 WEST · SALT LAKE CITY, UT 84105 | Accounting | $5,750 |
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.
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 | $90,178 | $69,511+29.7% | $94,672-4.7% | $71,529+26.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 5.91% | 29.67%-23.8pp | 156.89%-151.0pp | 28.97%-23.1pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $472 | $1,211-61.0% | $7,222-93.5% | $1,588-70.3% |