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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 68-0542082 9550 NW PRAIRIE VIEW RD · KANSAS CITY, MO 64153 | Advisory (Plan) | $47,690 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $38,952 |
Service code 10 · EIN 48-1246310 | Accounting | $10,350 |
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 | $76,750 | $54,245+41.5% | $93,727-18.1% | $77,762-1.3% |
| Participation rate | 55.6% | 63.9%-8.4pp | 68.7%-13.2pp | 70.6%-15.0pp |
| Annual return | 14.03% | 30.58%-16.5pp | 133.83%-119.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $917 | $1,168-21.5% | $2,421-62.1% | $2,728-66.4% |
| Participant deferral / active EE | $4,767 | $3,144+51.7% | $4,417+7.9% | $4,651+2.5% |
| Admin fee / account holder | $365 | $575-36.5% | $8,292-95.6% | $433-15.6% |