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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $56,568 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $52,086 |
EMPRISE BANK2+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $39,468 |
HEALTH & WELFARE FUND OF KANSAS2+ years Service code 15 · EIN 48-6127146 505 S BROADWAY · WICHITA, KS 67202 | Recordkeeping | $37,563 |
MCCLOUD CONSULTING GROUP1 year Filed as: MCCLOUD & ASSOCIATES INC. Service code 11 · EIN 46-0507052 205 WEST MILL STREET · US LIBERTY, MO 64068 | Actuarial | $29,150 |
CENTRAL TRUST COMPANY2+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL · SPRINGFIELD, MO 65807 | Securities Custodian | $23,833 |
JOE D PUCCI2+ years Service code 14 · EIN 48-6178607 505 S BROADWAY · WICHITA, KS 67202 | Plan Administrator | $22,980 |
WASMER, SCHROEDER & CO INC.2+ years Filed as: WASMER SCHROEDER & CO Service code 28 · EIN 52-9771369 600 FIFTH AVE S · NAPLES, FL 34102 | Investment Management | $17,000 |
MORROW & CO., LLC1 year Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $15,675 |
REDSTONE ADVISORS2+ years Service code 28 · EIN 48-1105831 8100 E 22ND ST N · WICHITA, KS 67226 | Investment Management | $15,425 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.30% | 11.78%-2.5pp | 8.32%+1.0pp | 23.90%-14.6pp |
| Employer contribution / active EE | $8,239 | $11,309-27.1% | $30,793-73.2% | $16,539-50.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |