Filed October 1, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 80-0136651 12728 STATE LINE RD · LEAWOOD, KS 66209 | Advisory (Participants) | $69,546 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,132 | $92,186-55.4% | $105,624-61.1% | $77,762-47.1% |
| Participation rate | 58.7% | 81.0%-22.3pp | 75.3%-16.6pp | 70.6%-11.9pp |
| Annual return | 16.01% | 17.83%-1.8pp | 116.20%-100.2pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,096 | $3,376-67.5% | $3,168-65.4% | $2,728-59.8% |
| Participant deferral / active EE | $1,611 | $5,395-70.1% | $5,013-67.9% | $4,651-65.4% |
| Admin fee / account holder | $329 | $219+50.2% | $10,961-97.0% | $433-24.0% |