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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC1+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $9,785 |
BENEFIT TRUST COMPANY1+ years Filed as: BENEFIT TRUST CO. Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $5,621 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,522 | $54,320-82.5% | $67,652-85.9% | $52,331-81.8% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.7pp | 68.1%+31.2pp |
| Annual return | -0.66% | 6.81%-7.5pp | 6625.40%-6626.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $340 | $1,544-78.0% | $2,266-85.0% | $1,882-81.9% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $100 | $527-81.0% | $4,821-97.9% | $592-83.0% |