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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-1963496 | Advisory (Plan) | $64,000 |
CHEIRON2 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $37,288 |
GARY MUCKENTHALER6+ years Service code 30 4101 SOUTHGATE DR. STE A · TOPEKA, KS 66609 | Direct payment from the plan; Employe... | $32,452 |
Service code 29 · EIN 43-1174269 | Legal | $16,694 |
Filed as: SSC CPAS, P.A. Service code 10 · EIN 48-1215584 | Accounting | $15,500 |
BT CO., P.A.1 year Service code 10 4301 SW HUNTOON · TOPEKA, KS 66604 | Accounting | $6,325 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $0 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS Service code 28 610 5TH AVE SUITE 401 · NEW YORK CITY, NY 10020 | Investment Management | $0 |
PGIM INVESTMENTS2 years Filed as: PGIM Service code 28 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $0 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 230 PARK AVE · NEW YORK CITY, NY 10169 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -1.37% | 6.41%-7.8pp | 8.01%-9.4pp | 11.45%-12.8pp |
| Employer contribution / active EE | $10,650 | $11,592-8.1% | $29,475-63.9% | $17,219-38.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |