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 | $77,944 |
KANSAS CHAPTER NECA9+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $29,615 |
MORROW & CO., LLC3 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 10500 E BERKELEY SQUARE P · WICHITA, KS 67206 | Accounting | $18,386 |
IMA WEALTH INC2 years Filed as: IMA WEALTH, INC Service code 26 · EIN 48-1233289 | Advisory (Participants) | $12,326 |
MCAFEE & TAFT8 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $9,366 |
FEE INSURANCE GROUP, INC1 year 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 | $100,797 | $76,696+31.4% | $96,515+4.4% | $71,511+41.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 15.63% | 48.32%-32.7pp | 35.73%-20.1pp | 28.86%-13.2pp |
| Employer contribution / active EE | $7,785 | $3,032+156.8% | $3,740+108.2% | $2,589+200.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $546 | $2,030-73.1% | $6,735-91.9% | $1,588-65.6% |