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| Provider | Service type | Compensation |
|---|---|---|
PICKETT, CHANEY & MCMULLEN LLP4+ years Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 | Accounting | $8,175 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 26 · EIN 42-1445429 | Advisory (Participants) | $7,898 |
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $5,521 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $21,696 | $42,548-49.0% | $74,551-70.9% | $56,289-61.5% |
| Participation rate | 38.2% | 60.5%-22.2pp | 69.1%-30.9pp | 69.9%-31.6pp |
| Annual return | -8.37% | 12.40%-20.8pp | 32.53%-40.9pp | -9.96%+1.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $808 | $2,277-64.5% | $3,108-74.0% | $3,350-75.9% |
| Admin fee / account holder | $397 | $467-15.1% | $5,059-92.2% | $521-23.9% |