Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Service code 21 | Bank Trustee | $53,600 |
Filed as: PRINCIPAL Service code 15 · EIN 42-1520346 | Recordkeeping | $47,237 |
JDGLENN & ASSOCIATES, PC1 year Filed as: JDGLENN & ASSOCIATES Service code 10 · EIN 87-0628064 | Accounting | $12,500 |
POLSINELLI1 year Service code 29 900 W. 48TH PLACE · KANSAS CITY, MO 64112 | Legal | $8,920 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,428 | $99,168-81.4% | $96,576-80.9% | $74,440-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 6.45% | 22.40%-16.0pp | 25.87%-19.4pp | 34.37%-27.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,529-100.0% |
| Admin fee / account holder | $204 | $225-9.3% | $8,253-97.5% | $348-41.4% |