Filed November 28, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP LLC Service code 27 80 S 8TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $36,493 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,332 |
Filed as: DEMARS PENSION CONSULTING INC Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $20,247 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST · SPRINGFIELD, MO 65807 | Accounting | $16,800 |
Service code 10 9401 W 87TH ST · OVERLAND PARK, KS 66212 | Accounting | $13,200 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM LLC Service code 99 14600 BRANCH ST · OMAHA, NE 68154 | Other Fees | $5,480 |
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.
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,114 | $92,186+6.4% | $105,624-7.1% | $77,762+26.2% |
| Participation rate | 46.2% | 81.0%-34.9pp | 75.3%-29.1pp | 70.6%-24.4pp |
| Annual return | 15.31% | 17.83%-2.5pp | 116.20%-100.9pp | 31.27%-16.0pp |
| Employer contribution / active EE | $452 | $3,376-86.6% | $3,168-85.7% | $2,728-83.4% |
| Participant deferral / active EE | $2,310 | $5,395-57.2% | $5,013-53.9% | $4,651-50.3% |
| Admin fee / account holder | $357 | $219+62.9% | $10,961-96.7% | $433-17.6% |