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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC6+ years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $11,750 |
BENEFIT TRUST COMPANY5 years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $4,702 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,528 | $73,638-87.1% | $95,964-90.1% | $73,497-87.0% |
| Participation rate | 98.6% | 76.2%+22.5pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 4.78% | 16.78%-12.0pp | 91.64%-86.9pp | 28.51%-23.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $108 | $482-77.5% | $6,797-98.4% | $513-78.9% |