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| Provider | Service type | Compensation |
|---|---|---|
SUNRISE ADVISORS5+ years Service code 27 13401 MISSION ROAD, SUITE 201 · LEAWOOD, KS 66209 | Advisory (Plan) | $72,628 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 7300 COLLEGE BLVD., SUITE 400 · 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 | $84,076 | $98,982-15.1% | $162,177-48.2% | $65,185+29.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 16.02% | 24.84%-8.8pp | 115.60%-99.6pp | 29.38%-13.4pp |
| Employer contribution / active EE | $3,335 | $3,467-3.8% | $5,613-40.6% | $2,177+53.2% |
| Participant deferral / active EE | $2,000 | $5,384-62.9% | $7,297-72.6% | $3,514-43.1% |
| Admin fee / account holder | $482 | $596-19.1% | $10,843-95.6% | $847-43.1% |