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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,491 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON MANUFACTURING COMPANY INC Service code 99 798 MARKET ST PO BOX 338 · DAYTON, TN 37321 | Other Fees | $9,600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,627 | $66,528+70.8% | $86,625+31.2% | $86,821+30.9% |
| Participation rate | 87.5% | 72.4%+15.2pp | 71.6%+15.9pp | 72.3%+15.2pp |
| Annual return | 14.31% | 19.56%-5.2pp | 63.52%-49.2pp | 97.94%-83.6pp |
| Employer contribution / active EE | $2,218 | $2,007+10.5% | $2,496-11.1% | $2,406-7.8% |
| Participant deferral / active EE | $2,193 | $3,240-32.3% | $3,700-40.7% | $4,132-46.9% |
| Admin fee / account holder | $99 | $148-33.4% | $5,830-98.3% | $170-41.8% |