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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC5+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $11,350 |
BENEFIT TRUST COMPANY4 years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Bank Trustee | $4,297 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,415 | $65,376-85.6% | $87,104-89.2% | $65,185-85.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 10.61% | 31.27%-20.7pp | 28.19%-17.6pp | 29.38%-18.8pp |
| Employer contribution / active EE | $1,361 | $1,822-25.3% | $2,521-46.0% | $2,177-37.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $101 | $520-80.5% | $7,491-98.6% | $847-88.0% |