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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $136,221 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $71,200 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $57,992 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Distribution (12b... | $56,049 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $22,183 |
SALTER & COMPANY, LLC2 years Filed as: SALTER & COMPANY LLC Service code 10 · EIN 20-8078757 | Accounting | $7,545 |
ROCKHILL ORTHOPAEDICS, P.C.3+ years Service code 49 120 NE ST LUKES BLVD #200 · LEES SUMMIT, MO 64086 | Other Services | $5,309 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 6.14% | -0.94%+7.1pp | -2.18%+8.3pp | 33.37%-27.2pp |
| Employer contribution / active EE | $10,354 | $12,464-16.9% | $38,751-73.3% | $11,253-8.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |