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| Provider | Service type | Compensation |
|---|---|---|
TIM KELLY1+ years Filed as: TIM KERTZ Service code 27 · EIN 34-1542819 701A W. BUCHANAN ST. · CALIFORNIA, MO 65018 | Advisory (Plan) | $72,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,070 | $46,072+89.0% | $69,779+24.8% | $55,167+57.8% |
| Participation rate | 78.4% | 67.5%+11.0pp | 71.8%+6.6pp | 69.0%+9.4pp |
| Annual return | -2.47% | 8.68%-11.1pp | 12.99%-15.5pp | 169.23%-171.7pp |
| Employer contribution / active EE | $3,084 | $1,500+105.6% | $2,338+31.9% | $1,963+57.1% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $363 | $428-15.1% | $4,381-91.7% | $504-28.0% |