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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $90,287 |
SPENCER FANE LLP3 years Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $52,280 |
MORROW & CO., LLC3 years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $46,405 |
CENTRAL TRUST COMPANY4+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL · SPRINGFIELD, MO 65807 | Securities Custodian | $43,374 |
EMPRISE BANK4+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $39,962 |
MCCLOUD CONSULTING GROUP1 year Service code 11 · EIN 46-0507052 205 WEST MILL STREET · LIBERTY, MO 64068 | Actuarial | $32,325 |
PAULA PHILLIPS2 years Filed as: PAULA M. URTON Service code 30 505 S BROADWAY · WICHITA, KS 67202 | Employee (plan) | $32,042 |
JOE D PUCCI4+ years Service code 30 505 S BROADWAY · WICHITA, KS 67202 | Employee (plan) | $24,807 |
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 | $17,200 |
REDSTONE ADVISORS4+ years Service code 28 · EIN 48-1105831 8100 E 22ND ST N · WICHITA, KS 67226 | Investment Management | $15,781 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 3.62% | 10.27%-6.7pp | 10.56%-6.9pp | 53.27%-49.7pp |
| Employer contribution / active EE | $8,424 | $12,273-31.4% | $30,199-72.1% | $14,774-43.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |