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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11020 KING ST · OVERLAND PARK, KS 662101201 | Advisory (Plan) | $20,860 |
LARMER & ELSTUN, LLC3+ years Service code 27 13715 WEST 109TH ST. · LENEXA, KS 66215 | Advisory (Plan) | $5,999 |
Service code 12 · EIN 48-1205033 | Claims processing; Participant loan p... | $800 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,412 | $51,466-23.4% | $78,778-50.0% | $62,293-36.7% |
| Participation rate | 37.1% | 59.8%-22.7pp | 69.2%-32.1pp | 69.5%-32.4pp |
| Annual return | 16.53% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $677 | $827-18.1% | $1,986-65.9% | $2,042-66.8% |
| Participant deferral / active EE | $1,360 | $2,147-36.7% | $2,958-54.0% | $3,169-57.1% |
| Admin fee / account holder | $314 | $489-35.8% | $5,134-93.9% | $479-34.5% |