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| Provider | Service type | Compensation |
|---|---|---|
SCHOENEKASE, JEFFREY A.2+ years Service code 49 7300 W 110TH ST STE 220 · OVERLAND PARK, KS 662102332 | Other Services | $45,539 |
NOVAK BIRKS, P.C.1 year Service code 10 · EIN 43-1122456 | Accounting | $18,610 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,423 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,039 | $39,819+141.2% | $67,834+41.6% | $57,658+66.6% |
| Participation rate | 99.8% | 61.2%+38.6pp | 68.8%+31.0pp | 70.2%+29.6pp |
| Annual return | 8.85% | 9.19%-0.3pp | 138.47%-129.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $8,568 | $1,277+571.0% | $2,403+256.5% | $1,974+334.1% |
| Participant deferral / active EE | $8,090 | $2,209+266.2% | $3,160+156.0% | $3,061+164.3% |
| Admin fee / account holder | $20 | $84-75.9% | $4,622-99.6% | $95-78.7% |