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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $188,302 |
KANSAS CHAPTER NECA5+ years Service code 13 · EIN 48-0503980 608 W DOUGLAS AVE SUITE 104 · WICHITA, KS 67203 | Contract Administrator | $87,672 |
MORROW & CO., LLC5+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $25,463 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $20,843 |
MCAFEE & TAFT5+ years Service code 29 · EIN 73-0781676 1717 S BOULDER SUITE 900 · TULSA, OK 74119 | Legal | $19,889 |
SIGNATURE ESTATE & INVESTMENT5+ years Filed as: SIGNATURE SELECT Service code 23 · EIN 26-3811485 8200 E 32ND ST N SUITE 210 · WICHITA, KS 67226 | Insurance services | $13,228 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,570 | $91,517+70.0% | $101,248+53.7% | $73,409+111.9% |
| Participation rate | 99.2% | 73.8%+25.5pp | 75.8%+23.4pp | 72.2%+27.1pp |
| Annual return | 15.31% | 17.17%-1.9pp | 46.47%-31.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $8,856 | $2,877+207.9% | $3,660+142.0% | $2,234+296.5% |
| Participant deferral / active EE | $2,473 | $3,338-25.9% | $4,370-43.4% | $3,805-35.0% |
| Admin fee / account holder | $446 | $216+106.5% | $5,945-92.5% | $158+182.3% |