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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 19 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Securities Custodian | $26,923 |
MCCLOUD CONSULTING GROUP1 year Service code 11 · EIN 83-2681316 200 WEST MILL STREET · LIBERTY, MO 64068 | Actuarial | $18,225 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 2.53% | 21.43%-18.9pp | 20.73%-18.2pp | 12.16%-9.6pp |
| Employer contribution / active EE | $40,671 | $39,472+3.0% | $36,503+11.4% | $44,747-9.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |