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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC2+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $10,100 |
BENEFIT TRUST COMPANY1 year Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $5,025 |
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 | $9,830 | $60,165-83.7% | $74,184-86.7% | $55,167-82.2% |
| Participation rate | 98.6% | 74.2%+24.4pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 7.85% | 10.00%-2.1pp | 17.74%-9.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $350 | $1,600-78.1% | $2,370-85.2% | $1,963-82.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $117 | $419-72.1% | $5,586-97.9% | $504-76.8% |