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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 26 · EIN 42-1445429 | Advisory (Participants) | $12,817 |
PICKETT, CHANEY & MCMULLEN LLP3+ years Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $7,675 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $6,001 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $1,250 |
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.
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 | $23,180 | $51,466-55.0% | $78,778-70.6% | $62,293-62.8% |
| Participation rate | 36.7% | 59.8%-23.1pp | 69.2%-32.5pp | 69.5%-32.8pp |
| Annual return | 12.07% | 19.96%-7.9pp | 35.62%-23.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,285 | $2,147-40.1% | $2,958-56.6% | $3,169-59.4% |
| Admin fee / account holder | $504 | $489+3.1% | $5,134-90.2% | $479+5.2% |