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| Provider | Service type | Compensation |
|---|---|---|
UNITED MISSOURI BANK1 year Service code 27 928 GRAND AVENUE · KANSAS CITY, MO 64106 | Advisory (Plan) | $16,944 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,047 | $59,006-76.2% | $97,295-85.6% | $74,478-81.1% |
| Participation rate | 62.3% | 63.7%-1.4pp | 72.7%-10.4pp | 67.2%-4.9pp |
| Annual return | 11.90% | 16.04%-4.1pp | 75.62%-63.7pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,556 | $1,894-17.8% | $2,723-42.8% | $2,626-40.7% |
| Participant deferral / active EE | $2,391 | $3,671-34.9% | $4,264-43.9% | $4,350-45.0% |
| Admin fee / account holder | $156 | $1,974-92.1% | $5,646-97.2% | $1,946-92.0% |