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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,457 | $63,456-39.4% | $100,712-61.8% | $64,097-40.0% |
| Participation rate | 62.9% | 49.7%+13.2pp | 69.3%-6.4pp | 55.2%+7.7pp |
| Annual return | 11.51% | 19.65%-8.1pp | 33.27%-21.8pp | 34.64%-23.1pp |
| Employer contribution / active EE | $289 | $1,003-71.1% | $2,313-87.5% | $1,891-84.7% |
| Participant deferral / active EE | $1,560 | $2,463-36.7% | $4,085-61.8% | $3,080-49.3% |
| Admin fee / account holder | $202 | $4,808-95.8% | $9,256-97.8% | $3,454-94.2% |