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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,754 |
REGIER CARR & MONROE LLP1 year Filed as: REGIER CARR AND MONROE LLP Service code 10 · EIN 48-0573184 300 W DOUGLAS AVE SUITE 900 · WICHITA, KS 67202 | Accounting | $9,000 |
LG ADVISORY GROUP, LLC1 year Service code 28 · EIN 81-2583430 8100 E 22ND ST N BLDG 2300-3 · WICHITA, KS 67226 | Investment Management | $7,797 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 37 · EIN 13-3180178 PO BOX 547 · COLWICH, KS 670300547 | Loan Processing | $5,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,048 | $69,383-23.5% | $101,264-47.6% | $73,493-27.8% |
| Participation rate | 63.9% | 68.4%-4.4pp | 75.8%-11.9pp | 70.7%-6.7pp |
| Annual return | 12.55% | 18.46%-5.9pp | 46.48%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,288 | $2,628-51.0% | $3,660-64.8% | $2,270-43.3% |
| Participant deferral / active EE | $2,888 | $3,301-12.5% | $4,370-33.9% | $3,740-22.8% |
| Admin fee / account holder | $92 | $704-86.9% | $5,947-98.5% | $513-82.0% |