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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Direct payment fr... | $15,175 |
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 | $20,984 | $36,916-43.2% | $156,551-86.6% | $57,658-63.6% |
| Participation rate | 30.2% | 63.4%-33.2pp | 84.0%-53.8pp | 70.2%-40.0pp |
| Annual return | 6.57% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $143 | $1,571-90.9% | $5,501-97.4% | $1,974-92.8% |
| Participant deferral / active EE | $819 | $1,926-57.5% | $4,871-83.2% | $3,061-73.2% |
| Admin fee / account holder | $44 | $82-46.6% | $13,028-99.7% | $95-53.4% |