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| Provider | Service type | Compensation |
|---|---|---|
SPENCER FANE LLP4 years Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $123,097 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $121,533 |
PAULA PHILLIPS3 years Filed as: PAULA M. URTON Service code 30 505 S BROADWAY · WICHITA, KS 67202 | Employee (plan) | $49,814 |
EMPRISE BANK5+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $41,866 |
CENTRAL TRUST COMPANY5+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL · SPRINGFIELD, MO 65807 | Securities Custodian | $39,034 |
MCCLOUD CONSULTING GROUP2 years Service code 11 · EIN 46-0507052 205 WEST MILL STREET · LIBERTY, MO 64068 | Actuarial | $38,100 |
MORROW & CO., LLC4 years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $24,105 |
WASMER, SCHROEDER & CO INC.3 years Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 FIFTH AVE S · NAPLES, FL 34102 | Investment Management | $18,200 |
REDSTONE ADVISORS5+ years Service code 28 · EIN 48-1105831 8100 E 33ND ST N · WICHITA, KS 67226 | Investment Management | $16,587 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 P.O. BOX 360 · PALOS PARK, IL 60464 | Insurance Broker | $6,829 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -8.41% | 6.41%-14.8pp | 8.01%-16.4pp | 11.45%-19.9pp |
| Employer contribution / active EE | $8,582 | $11,592-26.0% | $29,476-70.9% | $17,219-50.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |