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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $4,065 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,182 | $46,360-56.5% | $147,617-86.3% | $52,331-61.4% |
| Participation rate | 40.5% | 64.9%-24.5pp | 84.6%-44.1pp | 68.1%-27.6pp |
| Annual return | -3.51% | 1.62%-5.1pp | 61.98%-65.5pp | 4.54%-8.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,158 | $2,258-48.7% | $4,895-76.3% | $3,022-61.7% |
| Admin fee / account holder | $51 | $766-93.3% | $11,612-99.6% | $592-91.4% |