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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-0306038 | Investment Management | $193,148 |
SPENCER FANE LLP1+ years Filed as: SPENCER FANE BRITT BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $57,107 |
NBPC1+ years Service code 10 · EIN 43-1122456 4600 MADISON AVE. · KANSAS CITY, MO 64112 | Accounting | $50,000 |
LISA OGRIZOVICH1+ years Service code 30 · EIN 43-1557543 | Employee (plan) | $40,715 |
COTTONWOOD ADVISORS, LLC1+ years Filed as: THE COTTONWOOD GROUP Service code 11 6900 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Actuarial | $37,564 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -3.10% | 3.49%-6.6pp | 4.16%-7.3pp | 7.18%-10.3pp |
| Employer contribution / active EE | $11,924 | $11,083+7.6% | $29,966-60.2% | $13,095-8.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |