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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Finders' fees / placement fees; Direc... | $14,625 |
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 | $21,882 | $37,117-41.0% | $147,617-85.2% | $55,191-60.4% |
| Participation rate | 25.0% | 63.6%-38.6pp | 84.6%-59.6pp | 69.2%-44.1pp |
| Annual return | -0.69% | 3.44%-4.1pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $126 | $1,620-92.2% | $5,564-97.7% | $1,899-93.4% |
| Participant deferral / active EE | $710 | $1,985-64.3% | $4,895-85.5% | $3,046-76.7% |
| Admin fee / account holder | $48 | $86-44.0% | $11,612-99.6% | $91-47.2% |