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| Provider | Service type | Compensation |
|---|---|---|
ROCKHURST UNIVERSITY2 years Service code 49 · EIN 44-0545813 | Other Services | $11,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,753 | $95,542+2.3% | $69,461+40.7% | $67,579+44.6% |
| Participation rate | 98.3% | 79.4%+19.0pp | 74.6%+23.7pp | 71.3%+27.1pp |
| Annual return | 5.46% | 17.67%-12.2pp | 28.97%-23.5pp | 378.56%-373.1pp |
| Employer contribution / active EE | $4,863 | $2,989+62.7% | $2,779+75.0% | $2,148+126.4% |
| Participant deferral / active EE | $3,105 | $3,263-4.8% | $3,536-12.2% | $3,539-12.3% |
| Admin fee / account holder | $16 | $90-82.3% | $3,840-99.6% | $142-88.8% |