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 |
|---|---|---|
SUNRISE ADVISORS2+ years Service code 27 13401 MISSION ROAD, SUITE 201 · LEAWOOD, KS 66209 | Advisory (Plan) | $76,462 |
EPIC RETIREMENT PLAN SERVICES2+ 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,358 | $74,089+24.7% | $133,975-31.1% | $55,167+67.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.93% | 12.11%-3.2pp | 29.29%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $3,341 | $3,064+9.1% | $5,211-35.9% | $1,963+70.2% |
| Participant deferral / active EE | $1,989 | $4,678-57.5% | $6,282-68.3% | $3,054-34.9% |
| Admin fee / account holder | $635 | $458+38.7% | $9,324-93.2% | $504+26.1% |