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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC4+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $10,900 |
BENEFIT TRUST COMPANY3 years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Bank Trustee | $4,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,905 | $59,191-86.6% | $76,767-89.7% | $56,289-86.0% |
| Participation rate | 99.3% | 75.2%+24.1pp | 77.0%+22.4pp | 69.9%+29.5pp |
| Annual return | -1.15% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $102 | $489-79.2% | $6,675-98.5% | $521-80.4% |