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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTH AMERICAN KTRADE ALLIANCE Service code 10 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Accounting | $39,428 |
Filed as: STEFFES FINANCIAL Service code 27 · EIN 74-2834375 8655 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,585 |
Service code 10 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY SUITE 185 · OVERLAND PARK, KS 66210 | Accounting | $6,180 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,574 | $52,961+150.3% | $172,752-23.3% | $65,185+103.4% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.6pp | 70.2%+29.0pp |
| Annual return | 20.48% | 30.12%-9.6pp | 802.97%-782.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $6,009 | $2,190+174.4% | $5,144+16.8% | $2,177+176.0% |
| Participant deferral / active EE | $5,084 | $2,471+105.7% | $5,198-2.2% | $3,514+44.7% |
| Admin fee / account holder | $456 | $472-3.4% | $13,955-96.7% | $847-46.2% |