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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY5 years Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $51,874 |
FORVIS, LLP1 year Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 65806 | Direct Payment | $37,179 |
KPM CPAS, PC5 years Service code 10 · EIN 43-1009768 1445 E. REPUBLIC ROAD · SPRINGFIELD, MO 65804 | Accounting | $16,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,992 | $130,294+259.9% | $170,028+175.8% | $71,495+556.0% |
| Participation rate | 89.1% | 86.2%+2.9pp | 87.0%+2.1pp | 67.9%+21.2pp |
| Annual return | 19.44% | 20.36%-0.9pp | 53.39%-34.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $10,396 | $4,385+137.1% | $6,788+53.2% | $2,589+301.5% |
| Participant deferral / active EE | $1,802 | $6,928-74.0% | $10,409-82.7% | $4,291-58.0% |
| Admin fee / account holder | $1,085 | $966+12.2% | $12,820-91.5% | $1,588-31.7% |