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| Provider | Service type | Compensation |
|---|---|---|
INVISOR FINANCIAL LLC1 year Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $14,650 |
INVISOR SOLUTIONS LLC1 year Service code 13 225 MAIN ST · SENECA, KS 66538 | Contract Administrator | $7,129 |
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43251 | Recordkeeping Fees | $2,291 |
Service code 15 · EIN 20-5908296 | Recordkeeping | $1,976 |
KEATING & ASSOCIATES, INC.3 years Filed as: KEATING AND ASSOCIATES INC Service code 13 · EIN 48-0922953 1011 POYNTZ AVENUE · MANHATTAN, KS 66502 | Contract Administrator | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,457 | $66,098-41.8% | $101,794-62.2% | $74,304-48.2% |
| Participation rate | 62.9% | 53.8%+9.1pp | 69.2%-6.3pp | 60.3%+2.5pp |
| Annual return | 11.51% | 19.59%-8.1pp | 30.53%-19.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $289 | $1,082-73.2% | $2,289-87.4% | $2,241-87.1% |
| Participant deferral / active EE | $1,560 | $2,781-43.9% | $4,084-61.8% | $3,767-58.6% |
| Admin fee / account holder | $202 | $4,146-95.1% | $8,777-97.7% | $2,969-93.2% |