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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Sub-transfer agen... | $6,180 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,001 | $60,165-40.2% | $74,184-51.5% | $55,167-34.7% |
| Participation rate | 53.8% | 74.2%-20.3pp | 76.6%-22.8pp | 69.0%-15.1pp |
| Annual return | 6.30% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $415 | $1,600-74.1% | $2,370-82.5% | $1,963-78.9% |
| Participant deferral / active EE | $2,083 | $2,973-29.9% | $3,550-41.3% | $3,054-31.8% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |