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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $61,801 |
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $42,794 |
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.)
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 | $98,032 | $56,540+73.4% | $185,849-47.3% | $86,821+12.9% |
| Participation rate | 58.8% | 65.5%-6.8pp | 81.7%-23.0pp | 72.3%-13.5pp |
| Annual return | 15.40% | 118.20%-102.8pp | 122.10%-106.7pp | 97.94%-82.5pp |
| Employer contribution / active EE | $916 | $1,844-50.3% | $5,169-82.3% | $2,406-61.9% |
| Participant deferral / active EE | $3,146 | $2,555+23.1% | $5,569-43.5% | $4,132-23.9% |
| Admin fee / account holder | $407 | $150+171.9% | $16,244-97.5% | $170+140.0% |