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| Provider | Service type | Compensation |
|---|---|---|
NORTH AMERICAN KTRADE ALLIANCE, LLC10+ years Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Accounting | $40,726 |
STRATEGIC FINANCIAL GROUP6 years Filed as: STEFFES FINANCIAL Service code 27 · EIN 74-2834375 8655 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,617 |
DEMARS PENSION CONSULTING SERVICES10+ years Service code 10 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $9,839 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,878 | $55,470+195.4% | $155,556+5.4% | $74,478+120.0% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 12.64% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $6,544 | $2,267+188.7% | $4,675+40.0% | $2,626+149.2% |
| Participant deferral / active EE | $5,244 | $2,838+84.8% | $5,631-6.9% | $4,350+20.6% |
| Admin fee / account holder | $403 | $1,744-76.9% | $15,885-97.5% | $1,946-79.3% |