Filed October 1, 2024 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping | $5,004 |
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 | $40,195 | $38,969+3.1% | $109,313-63.2% | $55,167-27.1% |
| Participation rate | 16.3% | 58.2%-42.0pp | 71.3%-55.0pp | 69.0%-52.7pp |
| Annual return | 7.65% | 8.26%-0.6pp | 22.07%-14.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,001 | $2,176-54.0% | $3,166-68.4% | $3,054-67.2% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |