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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,558 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS INC Service code 13 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Contract Administrator | $27,449 |
REGIER CARR & MONROE LLP1 year Service code 10 300 WEST DOUGLAS STE 900 · WICHITA, KS 67202 | Accounting | $8,000 |
PETERSON SULLIVAN LLP1 year Filed as: PETERSON, PETERSON & GOSS LC Service code 10 1551 N WATERFRONT PKWY STE 300 · WICHITA, KS 67206 | Accounting | $6,500 |
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $96,330 | $76,551+25.8% | $123,894-22.2% | $62,881+53.2% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 12.08% | 18.68%-6.6pp | 47.52%-35.4pp | 20.14%-8.1pp |
| Employer contribution / active EE | $422 | $2,882-85.4% | $4,617-90.9% | $2,281-81.5% |
| Participant deferral / active EE | $4,034 | $4,840-16.6% | $5,984-32.6% | $3,203+25.9% |
| Admin fee / account holder | $789 | $4,826-83.6% | $8,357-90.6% | $4,296-81.6% |