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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $25,575 |
DEMARS PENSION CONSULTING SERVICES11+ years Service code 50 · EIN 48-0890241 8700 INDIAN CREEK PKWY, STE. 185 · OVERLAND PARK, KS 66210 | Direct Payment | $10,500 |
STRATEGIC FINANCIAL GROUP5 years Filed as: STEFFES FINANCIAL, LTD. Service code 51 · EIN 74-2834375 | Investment Mgmt Fees | $4,000 |
MATRIX TRUST COMPANY6 years Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,148 | $83,369+42.9% | $105,223+13.2% | $67,986+75.3% |
| Participation rate | 66.2% | 56.3%+9.9pp | 75.0%-8.8pp | 57.2%+9.0pp |
| Annual return | 16.82% | 24.64%-7.8pp | 180.65%-163.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,493 | $2,541-41.3% | $3,689-59.5% | $2,019-26.1% |
| Participant deferral / active EE | $4,359 | $3,295+32.3% | $5,072-14.0% | $3,358+29.8% |
| Admin fee / account holder | $337 | $4,073-91.7% | $8,859-96.2% | $3,203-89.5% |