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| Provider | Service type | Compensation |
|---|---|---|
GREAT PLAINS TRUST COMPANY5+ years Service code 19 · EIN 48-6149655 | Securities Custodian | $30,835 |
MCCLOUD CONSULTING GROUP1 year Service code 11 · EIN 83-2681316 | Actuarial | $22,400 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 19.13% | 13.23%+5.9pp | -100.31%+119.4pp | 13.59%+5.5pp |
| Employer contribution / active EE | $11,739 | $9,675+21.3% | $18,686-37.2% | $14,592-19.5% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |