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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $104,494 |
HEALTH & WELFARE FUND OF KANSAS3+ years Service code 15 · EIN 48-6127146 505 S BROADWAY · WICHITA, KS 67202 | Recordkeeping | $76,258 |
EMPRISE BANK3+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $42,537 |
SPENCER FANE LLP2 years Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $36,668 |
MCCLOUD CONSULTING GROUP1 year Filed as: MCCLOUD & ASSOCIATES, INC. Service code 11 · EIN 46-0507052 205 WEST MILL STREET · LIBERTY, MO 64068 | Actuarial | $24,250 |
CENTRAL TRUST COMPANY3+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL · SPRINGFIELD, MO 65807 | Securities Custodian | $23,183 |
JOE D PUCCI3+ years Service code 14 · EIN 48-6178607 505 S BROADWAY · WICHITA, KS 67202 | Plan Administrator | $22,980 |
MORROW & CO., LLC2 years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $18,761 |
PAULA PHILLIPS1 year Filed as: PAULA M. URTON Service code 30 · EIN 48-6178607 505 S BROADWAY · WICHITA, KS 67202 | Employee (plan) | $18,480 |
Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 FIFTH AVE S · NAPLES, FL 34102 | Investment Management | $17,169 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 8.14% | 4.25%+3.9pp | -752.26%+760.4pp | 0.19%+7.9pp |
| Employer contribution / active EE | $8,043 | $11,906-32.4% | $31,802-74.7% | $13,763-41.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |