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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING, INC Service code 14 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Plan Administrator | $11,902 |
THE WHITLOCK COMPANY1 year Service code 10 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,485 | $91,559+4.3% | $133,978-28.7% | $79,856+19.6% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 37.39% | 61.85%-24.5pp | 45.10%-7.7pp | 31.71%+5.7pp |
| Employer contribution / active EE | $13,176 | $2,384+452.7% | $3,919+236.2% | $2,471+433.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $190 | $6,321-97.0% | $8,930-97.9% | $5,306-96.4% |