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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $171,379 |
KANSAS CHAPTER NECA4+ years Service code 13 · EIN 48-0503980 608 W DOUGLAS AVE SUITE 104 · WICHITA, KS 67203 | Contract Administrator | $88,584 |
MCAFEE & TAFT4+ years Service code 29 · EIN 73-0781676 1717 S BOULDER · TULSA, OK 74119 | Legal | $28,352 |
MORROW & CO., LLC4+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67203 | Accounting | $24,978 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $19,829 |
SIGNATURE ESTATE & INVESTMENT4+ years Filed as: SIGNATURE SELECT Service code 23 · EIN 26-3811485 8200 E 32ND ST N · WICHITA, KS 67226 | Insurance services | $14,843 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,645 | $66,601+100.7% | $92,909+43.8% | $67,579+97.8% |
| Participation rate | 99.4% | 72.5%+26.9pp | 76.0%+23.4pp | 71.3%+28.1pp |
| Annual return | -3.75% | 92.58%-96.3pp | 109.44%-113.2pp | 378.56%-382.3pp |
| Employer contribution / active EE | $8,348 | $2,775+200.8% | $3,653+128.5% | $2,148+288.7% |
| Participant deferral / active EE | $2,539 | $3,157-19.6% | $4,238-40.1% | $3,539-28.3% |
| Admin fee / account holder | $439 | $199+120.7% | $5,795-92.4% | $142+208.6% |