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| Provider | Service type | Compensation |
|---|---|---|
NOVAK BIRKS, P.C.1+ years Service code 10 · EIN 43-1122456 | Accounting | $367,172 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $166,023 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $145,410 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $104,895 |
SPENCER FANE LLP1+ years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $85,306 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $78,000 |
DIANNA CAMPBELL1+ years Service code 30 3100 BROADWAY, SUITE 100 · KANSAS CITY, MO 61114 | Employee (plan) | $70,741 |
MARTHA E. GOITIA1+ years Filed as: MARTHA FROGLEY Service code 30 3100 BROADWAY, SUITE 100 · KANSAS CITY, MO 61114 | Employee (plan) | $59,790 |
JANET A. PANEBIANCO, CPA, PLLC1+ years Filed as: JANET KATOSH Service code 30 3100 BROADWAY, SUITE 100 · KANSAS CITY, MO 64111 | Employee (plan) | $46,608 |
PAMELA A SMITH STRITE1+ years Filed as: PAMELA MUNYON Service code 30 3100 BROADWAY, SUITE 100 · KANSAS CITY, MO 61114 | Employee (plan) | $38,847 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 8.31% | 5.03%+3.3pp | 18.87%-10.6pp | 7.18%+1.1pp |
| Employer contribution / active EE | $2,165 | $10,273-78.9% | $19,828-89.1% | $13,095-83.5% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |