Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-1520346 | Contract Administrator | $126,875 |
RASMUSON & COMPANY1 year Filed as: RASMUSON & COMPANY, PC Service code 10 · EIN 46-1247632 | Accounting | $46,207 |
GREATBANC TRUST COMPANY3 years Service code 18 · EIN 36-3681493 | Other fees; Trustee (discretionary); ... | $26,800 |
JDGLENN & ASSOCIATES, PC3 years Filed as: JDGLENN & ASSOCIATES Service code 10 · EIN 87-0628064 | Accounting | $11,800 |
POLSINELLI3 years Service code 29 900 W. 48TH PLACE · KANSAS CITY, MO 64112 | Legal | $663 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,312-100.0% | $122,979-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | -11.50% | 22.06%-33.6pp | 20.12%-31.6pp | 148.84%-160.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |