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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $9,761 |
PICKETT, CHANEY & MCMULLEN LLP1+ years Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $5,850 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $4,596 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $813 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,415 | $39,245-55.6% | $64,105-72.8% | $52,331-66.7% |
| Participation rate | 35.9% | 58.2%-22.4pp | 68.2%-32.3pp | 68.1%-32.2pp |
| Annual return | -5.03% | 14.79%-19.8pp | 791.24%-796.3pp | 4.54%-9.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,185 | $1,992-40.5% | $2,822-58.0% | $3,022-60.8% |
| Admin fee / account holder | $397 | $592-33.1% | $4,499-91.2% | $592-33.0% |