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| Provider | Service type | Compensation |
|---|---|---|
KEATING & ASSOCIATES, INC.5 years Filed as: KEATING FINANCIAL SERVICES Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $53,394 |
KEATING & ASSOCIATES, INC.8 years Filed as: KEATING AND ASSOCIATES Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $38,403 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,565 | $54,213-21.5% | $93,696-54.6% | $77,736-45.2% |
| Participation rate | 53.4% | 64.0%-10.5pp | 68.7%-15.3pp | 70.6%-17.1pp |
| Annual return | 12.60% | 30.55%-17.9pp | 133.74%-121.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $321 | $1,168-72.6% | $2,422-86.8% | $2,728-88.3% |
| Participant deferral / active EE | $3,076 | $3,145-2.2% | $4,417-30.4% | $4,651-33.9% |
| Admin fee / account holder | $453 | $575-21.2% | $8,287-94.5% | $433+4.5% |