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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $29,377 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,406 | $50,199+70.1% | $70,098+21.8% | $66,930+27.6% |
| Participation rate | 89.0% | 66.3%+22.6pp | 70.5%+18.5pp | 69.8%+19.1pp |
| Annual return | 10.43% | -13.85%+24.3pp | 190.76%-180.3pp | 1.57%+8.9pp |
| Employer contribution / active EE | $2,210 | $1,864+18.6% | $2,560-13.7% | $2,545-13.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $170 | $600-71.7% | $6,266-97.3% | $593-71.4% |