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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 50305 | Contract Administrator | $116,542 |
KANSAS CHAPTER NECA2 years Filed as: KANSAS NECA CHAPTER Service code 13 · EIN 48-0503980 810 W DOUGLAS ST E · WICHITA, KS 67203 | Contract Administrator | $116,379 |
IMA WEALTH INC4 years Filed as: IMA WEALTH Service code 27 · EIN 48-1233289 | Advisory (Plan) | $89,874 |
MORROW & CO., LLC9+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $30,893 |
Filed as: TRAVELERS INSURANCE Service code 23 · EIN 06-0566050 | Direct payment from the plan; Insuran... | $14,379 |
MCAFEE & TAFT9+ years Service code 29 · EIN 73-0781676 1717 S BOULDER SUITE 900 · TULSA, OK 74119 | Legal | $12,244 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,546 | $82,979+115.2% | $102,383+74.4% | $77,714+129.7% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 10.07% | 19.11%-9.0pp | 24.94%-14.9pp | 31.26%-21.2pp |
| Employer contribution / active EE | $9,186 | $3,554+158.5% | $3,870+137.3% | $2,727+236.9% |
| Participant deferral / active EE | $2,746 | $4,109-33.2% | $5,060-45.7% | $4,649-40.9% |
| Admin fee / account holder | $459 | $639-28.1% | $8,391-94.5% | $433+6.0% |