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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-1126847 3220 WEST EDGEWOOD · JEFFERSON CITY, MO 65109 | Accounting | $12,100 |
BENEFIT TRUST COMPANY6 years Service code 21 · EIN 43-0995254 5901 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Bank Trustee | $5,147 |
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 | $11,915 | $84,936-86.0% | $111,303-89.3% | $79,393-85.0% |
| Participation rate | 94.0% | 75.9%+18.2pp | 77.3%+16.7pp | 70.7%+23.3pp |
| Annual return | 9.99% | 17.45%-7.5pp | 54.66%-44.7pp | 116.87%-106.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $136 | $537-74.7% | $7,966-98.3% | $627-78.3% |