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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · KANSAS CITY, MO 64121 | Recordkeeping Fees | $15,889 |
QBI, LLC2 years Service code 14 · EIN 26-2768667 | Plan Administrator | $6,675 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,866 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,404 | $89,652-71.7% | $141,162-82.0% | $65,185-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 27.07% | 32.79%-5.7pp | 71.39%-44.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $604 | $3,065-80.3% | $4,735-87.3% | $2,177-72.3% |
| Participant deferral / active EE | $4,638 | $5,691-18.5% | $6,709-30.9% | $3,514+32.0% |
| Admin fee / account holder | $176 | $569-69.1% | $10,261-98.3% | $847-79.3% |