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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-3028354 | Advisory (Plan) | $10,785 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 14 700 W. 47TH ST · KANSAS CITY, MO 64112 | Plan Administrator | $9,582 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $870 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $650 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $274,832 | $75,183+265.6% | $123,894+121.8% | $55,167+398.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 11.28% | 19.01%-7.7pp | 47.52%-36.2pp | 169.23%-157.9pp |
| Employer contribution / active EE | $12,340 | $2,823+337.1% | $4,617+167.3% | $1,963+528.8% |
| Participant deferral / active EE | $9,403 | $5,084+84.9% | $5,984+57.1% | $3,054+207.9% |
| Admin fee / account holder | $196 | $663-70.4% | $8,357-97.7% | $504-61.1% |