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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC3+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $10,500 |
BENEFIT TRUST COMPANY2 years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $4,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,619 | $64,909-85.2% | $82,312-88.3% | $62,293-84.6% |
| Participation rate | 99.3% | 74.9%+24.4pp | 76.9%+22.4pp | 69.5%+29.8pp |
| Annual return | 6.75% | 21.18%-14.4pp | 25.88%-19.1pp | 28.90%-22.1pp |
| Employer contribution / active EE | $347 | $1,676-79.3% | $2,428-85.7% | $2,042-83.0% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $104 | $440-76.4% | $5,608-98.2% | $479-78.4% |