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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 10801 MASTIN BLVD., SUITE 700 · OVERLAND PARK, KS 66210 | Recordkeeping | $14,512 |
GREAT PLAINS TRUST COMPANY1+ years Service code 25 7700 SHAWNEE MISSION PKWY · OVERLAND PARK, KS 66202 | Directed Trustee | $5,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,733 | $63,905-64.4% | $74,184-69.4% | $57,658-60.6% |
| Participation rate | 29.6% | 79.8%-50.2pp | 76.6%-47.0pp | 70.2%-40.6pp |
| Annual return | -2.94% | 60.60%-63.5pp | 17.74%-20.7pp | 5.13%-8.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $454 | $3,448-86.8% | $3,550-87.2% | $3,061-85.2% |
| Admin fee / account holder | $197 | $91+116.6% | $5,586-96.5% | $95+108.7% |