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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 9225 INDIAN CREEK PKWY #800 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $13,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,823 | $70,917+14.0% | $98,916-18.3% | $73,493+10.0% |
| Participation rate | 26.9% | 73.8%-46.9pp | 76.0%-49.1pp | 70.7%-43.8pp |
| Annual return | 15.28% | 34.18%-18.9pp | 196.45%-181.2pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $949 | $3,501-72.9% | $4,245-77.6% | $3,740-74.6% |
| Admin fee / account holder | $524 | $535-2.0% | $6,642-92.1% | $513+2.1% |