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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $30,744 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $19,044 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,036 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11601 BORMAN DR, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $17,259 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,415 | $62,686-33.9% | $178,540-76.8% | $77,736-46.7% |
| Participation rate | 36.4% | 66.9%-30.5pp | 77.1%-40.7pp | 70.6%-34.2pp |
| Annual return | 13.68% | 16.16%-2.5pp | 27.15%-13.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $902 | $1,914-52.9% | $3,953-77.2% | $2,728-66.9% |
| Participant deferral / active EE | $2,835 | $4,224-32.9% | $6,281-54.9% | $4,651-39.0% |
| Admin fee / account holder | $418 | $386+8.4% | $10,424-96.0% | $433-3.5% |