Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPENCER FANE LLP1 year Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 1000 WALNUT STREET · KANSAS CITY, MO 64106 | Legal | $156,972 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $99,092 |
HOURGLASS TECHNOLOGIES1 year Service code 49 1520 KENSINGTON RD · OAK BROOK, IL 60523 | Other Services | $64,500 |
CENTRAL TRUST COMPANY6+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL · SPRINGFIELD, MO 65807 | Securities Custodian | $43,371 |
MCCLOUD CONSULTING GROUP3 years Service code 11 · EIN 46-0507052 205 W MILL STREET · LIBERTY, MO 64068 | Actuarial | $34,666 |
EMPRISE BANK6+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $34,156 |
WASMER, SCHROEDER & CO INC.4 years Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 5TH AVE S · NAPLES, FL 34102 | Investment Management | $24,193 |
MORROW & CO., LLC5 years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $22,357 |
REDSTONE ADVISORS6+ years Service code 28 · EIN 48-1105831 8100 E 33RD ST N · WICHITA, KS 67226 | Investment Management | $17,640 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 P.O. BOX 360 · PALOS PARK, IL 60464 | Insurance Broker | $7,419 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 37.27% | 24.46%+12.8pp | 11.08%+26.2pp | 13.24%+24.0pp |
| Employer contribution / active EE | $8,168 | $11,981-31.8% | $28,418-71.3% | $14,616-44.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |