Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $73,431 |
KANSAS CHAPTER NECA8+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $34,015 |
MORROW & CO., LLC2 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $14,604 |
MCAFEE & TAFT7 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $6,445 |
IMA WEALTH INC1 year Filed as: IMA WEALTH, INC Service code 49 · EIN 48-1233289 | Other Services | $6,131 |
ALLEN BATES TECHNOLOGIES1 year Service code 13 · EIN 32-1012319 | Contract Administrator | $2,480 |
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 | $91,085 | $64,176+41.9% | $112,249-18.9% | $66,938+36.1% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | -15.06% | -13.80%-1.3pp | 27.48%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,919 | $3,007+130.1% | $3,636+90.3% | $2,545+171.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $559 | $626-10.6% | $6,412-91.3% | $594-5.7% |