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| Provider | Service type | Compensation |
|---|---|---|
SUNRISE ADVISORS3+ years Service code 27 13401 MISSION ROAD, SUITE 201 · LEAWOOD, KS 66209 | Advisory (Plan) | $82,909 |
EPIC RETIREMENT PLAN SERVICES3+ 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 | $91,060 | $89,739+1.5% | $149,721-39.2% | $62,293+46.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.29% | 21.01%-10.7pp | 1501.67%-1491.4pp | 28.90%-18.6pp |
| Employer contribution / active EE | $3,386 | $3,233+4.7% | $5,444-37.8% | $2,042+65.8% |
| Participant deferral / active EE | $2,099 | $4,797-56.2% | $6,568-68.0% | $3,169-33.8% |
| Admin fee / account holder | $578 | $551+4.9% | $11,282-94.9% | $479+20.6% |