Filed April 18, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2 years Service code 24 · EIN 36-3681493 | Discretionary Trustee | $53,600 |
POLSINELLI2 years Service code 29 900 W. 48TH PLACE · KANSAS CITY, MO 64112 | Legal | $11,765 |
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 | $2,860 | $89,054-96.8% | $102,457-97.2% | $77,692-96.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 6.10% | 25.02%-18.9pp | 29.41%-23.3pp | 31.25%-25.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,022-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $107 | $236-54.6% | $9,451-98.9% | $431-75.2% |