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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $10,920 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $8,150 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $5,914 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $1,530 |
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.
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 | $19,579 | $42,546-54.0% | $71,796-72.7% | $55,167-64.5% |
| Participation rate | 37.1% | 59.1%-22.0pp | 69.1%-32.0pp | 69.0%-31.8pp |
| Annual return | 4.23% | 12.36%-8.1pp | 78.04%-73.8pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,270 | $2,064-38.5% | $2,794-54.6% | $3,054-58.4% |
| Admin fee / account holder | $482 | $650-25.8% | $4,815-90.0% | $504-4.3% |