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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Sub-transfer agency fe... | $24,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,396 | $55,453-48.8% | $170,435-83.3% | $62,293-54.4% |
| Participation rate | 41.7% | 66.4%-24.7pp | 83.6%-41.9pp | 69.5%-27.8pp |
| Annual return | 18.51% | 21.38%-2.9pp | 205.94%-187.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $227 | $2,164-89.5% | $5,432-95.8% | $2,042-88.9% |
| Participant deferral / active EE | $918 | $2,303-60.1% | $4,939-81.4% | $3,169-71.0% |
| Admin fee / account holder | $193 | $455-57.5% | $13,881-98.6% | $479-59.7% |