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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Recordkeeping and info... | $6,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,233 | $75,183-49.1% | $123,894-69.1% | $55,167-30.7% |
| Participation rate | 65.1% | 72.8%-7.7pp | 81.4%-16.3pp | 69.0%-3.9pp |
| Annual return | 7.61% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $6,831 | $2,823+141.9% | $4,617+48.0% | $1,963+248.1% |
| Participant deferral / active EE | $3,410 | $5,084-32.9% | $5,984-43.0% | $3,054+11.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |