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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... | $9,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,133 | $48,277-45.9% | $63,244-58.7% | $55,191-52.7% |
| Participation rate | 50.2% | 69.4%-19.2pp | 71.0%-20.9pp | 69.2%-19.0pp |
| Annual return | 1.48% | 2.37%-0.9pp | -70.31%+71.8pp | 10.78%-9.3pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $758 | $2,432-68.8% | $2,953-74.3% | $3,046-75.1% |
| Admin fee / account holder | $0 | $86-100.0% | $5,893-100.0% | $91-100.0% |