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| Provider | Service type | Compensation |
|---|---|---|
BMGI2 years Service code 13 625 ENTERPRISE RD · OAK BROOK, IL 60523 | Contract Administrator | $151,000 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ Service code 27 · EIN 52-1396995 6050 OAK TREE BLVD · CLEVELAND, OH 44131 | Advisory (Plan) | $106,169 |
SPENCER FANE LLP3 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 1000 WALNUT STREET 1400 · KANSAS CITY, MO 64106 | Legal | $91,317 |
CENTRAL TRUST COMPANY8+ years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 19 · EIN 43-0632950 3333 S NATIONAL, FLOOR 3 · SPRINGFIELD, MO 65807 | Securities Custodian | $48,321 |
EMPRISE BANK8+ years Service code 19 · EIN 74-2809141 257 N BROADWAY · WICHITA, KS 67202 | Securities Custodian | $47,081 |
MCCLOUD CONSULTING GROUP5 years Service code 11 · EIN 46-0507052 205 W MILL STREET · LIBERTY, MO 64068 | Actuarial | $42,825 |
MORROW & CO., LLC7 years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $21,691 |
WASMER, SCHROEDER & CO INC.6 years Filed as: WASMER SCHROEDER & CO. Service code 28 · EIN 52-9771369 600 5TH AVE S, SUITE 120 · NAPLES, FL 34102 | Investment Management | $18,238 |
REDSTONE ADVISORS8+ years Service code 28 · EIN 48-1105831 8100 E 33RD ST N, 800 · WICHITA, KS 67226 | Investment Management | $18,025 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 22 P.O. BOX 360 · PALOS PARK, IL 60464 | Insurance Broker | $8,563 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -7.23% | 7.15%-14.4pp | 20.18%-27.4pp | 37.74%-45.0pp |
| Employer contribution / active EE | $8,424 | $13,270-36.5% | $29,108-71.1% | $15,788-46.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |