Filed July 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY2+ years Service code 21 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $50,283 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 10801 MASTIN BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $11,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,276 | $46,732+84.6% | $156,551-44.9% | $55,167+56.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.62% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,364 | $2,105-35.2% | $5,501-75.2% | $1,963-30.5% |
| Participant deferral / active EE | $2,513 | $2,204+14.0% | $4,871-48.4% | $3,054-17.7% |
| Admin fee / account holder | $526 | $418+25.8% | $13,028-96.0% | $504+4.5% |