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| Provider | Service type | Compensation |
|---|---|---|
MATRIX TRUST COMPANY3 years Service code 29 2600 SOUTHWEST BLVD · KANSAS CITY, MO 64108 | Legal | $44,866 |
SCHUCHAT, COOK & WERNER4 years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 555 WASHINGTON AVE · ST LOUIS, MO 63101 | Legal | $20,870 |
INVESTMENT CONSULTING GROUP9+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $17,000 |
LEE CPA AUDIT GROUP5 years Filed as: RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $12,942 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $185,628 | $76,696+142.0% | $96,515+92.3% | $71,511+159.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.69% | 48.32%-34.6pp | 35.73%-22.0pp | 28.86%-15.2pp |
| Employer contribution / active EE | $11,608 | $3,032+282.9% | $3,740+210.4% | $2,589+348.3% |
| Participant deferral / active EE | $965 | $3,770-74.4% | $4,880-80.2% | $4,291-77.5% |
| Admin fee / account holder | $517 | $2,030-74.5% | $6,735-92.3% | $1,588-67.5% |