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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $134,148 |
KANSAS CHAPTER NECA3 years Filed as: KANSAS NECA CHAPTER Service code 13 · EIN 48-0503980 810 W DOUGLAS ST E · WICHITA, KS 67203 | Contract Administrator | $126,299 |
IMA WEALTH INC5 years Filed as: IMA WEALTH Service code 27 · EIN 48-1233289 | Advisory (Plan) | $89,893 |
MORROW & CO., LLC10+ years Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $31,160 |
MCAFEE & TAFT10+ years Service code 29 · EIN 73-0781676 1717 S BOULDER SUITE 900 · TULSA, OK 74119 | Legal | $15,024 |
Filed as: TRAVELERS INSURANCE Service code 23 · EIN 06-0566050 | Insurance services; Direct payment fr... | $14,553 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,161 | $92,224+111.6% | $105,223+85.5% | $79,634+145.1% |
| Participation rate | 98.3% | 69.2%+29.2pp | 75.0%+23.3pp | 62.5%+35.8pp |
| Annual return | 16.37% | 88.65%-72.3pp | 180.65%-164.3pp | 36.46%-20.1pp |
| Employer contribution / active EE | $9,706 | $3,965+144.8% | $3,689+163.1% | $2,529+283.8% |
| Participant deferral / active EE | $3,024 | $3,834-21.1% | $5,072-40.4% | $3,835-21.1% |
| Admin fee / account holder | $476 | $1,121-57.5% | $8,859-94.6% | $1,002-52.5% |