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| Provider | Service type | Compensation |
|---|---|---|
SUNRISE ADVISORS1+ years Service code 27 13401 MISSION ROAD, SUITE 201 · LEAWOOD, KS 66209 | Advisory (Plan) | $74,034 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 10801 MASTIN BLVD., SUITE 700 · OVERLAND PARK, KS 66210 | Recordkeeping | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $82,502 | $70,667+16.7% | $123,105-33.0% | $52,331+57.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.07% | 6.23%-8.3pp | 13.22%-15.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $3,146 | $2,946+6.8% | $5,151-38.9% | $1,882+67.2% |
| Participant deferral / active EE | $1,852 | $4,493-58.8% | $6,229-70.3% | $3,022-38.7% |
| Admin fee / account holder | $528 | $506+4.3% | $9,014-94.1% | $592-10.7% |