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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $87,717 |
KANSAS CHAPTER NECA10+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $33,398 |
IMA WEALTH INC3 years Filed as: IMA WEALTH, INC Service code 26 · EIN 48-1233289 | Advisory (Participants) | $30,746 |
MORROW & CO., LLC4 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQUARE P · WICHITA, KS 67206 | Accounting | $17,636 |
MCAFEE & TAFT9 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $8,734 |
FEE INSURANCE GROUP, INC2 years Service code 13 · EIN 48-0669990 | Contract Administrator | $5,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,207 | $80,781+37.7% | $102,437+8.6% | $74,478+49.3% |
| Participation rate | 98.7% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 12.77% | 27.58%-14.8pp | 24.95%-12.2pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $8,512 | $3,160+169.4% | $3,871+119.9% | $2,626+224.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $588 | $2,372-75.2% | $8,388-93.0% | $1,946-69.8% |