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| Provider | Service type | Compensation |
|---|---|---|
STERN BROTHERS5+ years Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $8,450 |
UNION BANK & TRUST COMPANY5+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Participant communication; Recordkeep... | $7,663 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,448 | $69,383+3.0% | $101,264-29.4% | $73,493-2.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.35% | 18.46%-3.1pp | 46.48%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $14,534 | $2,628+453.0% | $3,660+297.1% | $2,270+540.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $111 | $704-84.2% | $5,947-98.1% | $513-78.3% |