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; Other services; Trustee (... | $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 | $124,425-100.0% | $112,040-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | -11.50% | 24.72%-36.2pp | 24.52%-36.0pp | 220.34%-231.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |