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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS9+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $54,761 |
BOKF, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $36,473 |
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 | $87,984 | $47,180+86.5% | $149,723-41.2% | $74,473+18.1% |
| Participation rate | 56.3% | 63.4%-7.1pp | 78.8%-22.5pp | 70.7%-14.4pp |
| Annual return | 15.15% | 22.75%-7.6pp | 134.50%-119.3pp | 34.36%-19.2pp |
| Employer contribution / active EE | $1,077 | $1,907-43.5% | $4,821-77.7% | $2,638-59.2% |
| Participant deferral / active EE | $3,558 | $2,730+30.3% | $5,682-37.4% | $4,530-21.5% |
| Admin fee / account holder | $375 | $343+9.4% | $13,215-97.2% | $347+8.2% |