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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $44,691 |
PREFERRED PENSION SOLUTIONS2 years Service code 14 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Plan Administrator | $17,874 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 PO BOX 89000 · BALTIMORE, MD 21289 | Recordkeeping | $9,481 |
Filed as: WEALTH ALLIANCE ADIVSORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,702 | $45,343+170.6% | $150,298-18.4% | $67,986+80.5% |
| Participation rate | 47.6% | 51.9%-4.3pp | 77.8%-30.2pp | 57.2%-9.6pp |
| Annual return | 14.80% | 33.28%-18.5pp | 62.79%-48.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,642 | $1,462+12.3% | $4,154-60.5% | $2,019-18.7% |
| Participant deferral / active EE | $2,389 | $2,055+16.3% | $5,453-56.2% | $3,358-28.9% |
| Admin fee / account holder | $477 | $2,250-78.8% | $14,116-96.6% | $3,203-85.1% |