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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 SUITE 185 · OVERLAND PARK, KS 66219 | Contract Administrator | $15,681 |
SAGEPOINT FINANCIAL INC1+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 11221 ROE AVENUE · LEAWOOD, KS 66211 | Advisory (Plan) | $15,261 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $22,722 | $53,412-57.5% | $68,509-66.8% | $52,331-56.6% |
| Participation rate | 65.8% | 71.7%-5.9pp | 74.7%-8.9pp | 68.1%-2.3pp |
| Annual return | -1.66% | 3.42%-5.1pp | 8.27%-9.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $603 | $1,607-62.5% | $2,278-73.5% | $1,882-68.0% |
| Participant deferral / active EE | $1,668 | $2,688-37.9% | $3,382-50.7% | $3,022-44.8% |
| Admin fee / account holder | $95 | $461-79.4% | $5,275-98.2% | $592-84.0% |