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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 | Accounting | $3,895 |
Filed as: PRIME CAPITAL INVESTMENT ADV LLC Service code 26 · EIN 82-1364595 | Advisory (Participants) | $2,547 |
Filed as: DEMARS PENSION CONSULTING SVCS, INC Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Accounting | $590 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,870 | $65,034-57.1% | $90,970-69.4% | $79,856-65.1% |
| Participation rate | 37.2% | 61.6%-24.4pp | 69.0%-31.8pp | 69.6%-32.4pp |
| Annual return | 8.71% | 30.45%-21.7pp | 134.60%-125.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,296 | $2,512-48.4% | $3,373-61.6% | $3,741-65.4% |
| Admin fee / account holder | $1,419 | $4,536-68.7% | $5,961-76.2% | $5,306-73.3% |