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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Recordkeeping and ... | $6,415 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,428 | $37,044-53.0% | $71,796-75.7% | $57,658-69.8% |
| Participation rate | 15.1% | 61.1%-46.0pp | 69.1%-54.0pp | 70.2%-55.1pp |
| Annual return | 5.41% | 12.64%-7.2pp | 78.04%-72.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $175 | $720-75.7% | $1,924-90.9% | $1,974-91.1% |
| Participant deferral / active EE | $302 | $1,974-84.7% | $2,794-89.2% | $3,061-90.1% |
| Admin fee / account holder | $7 | $101-93.5% | $4,815-99.9% | $95-93.0% |