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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Sub-tra... | $2,218 |
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 | $40,338 | $31,109+29.7% | $67,704-40.4% | $52,331-22.9% |
| Participation rate | 26.4% | 54.0%-27.6pp | 67.5%-41.2pp | 68.1%-41.7pp |
| Annual return | -0.34% | 23.70%-24.0pp | 25.41%-25.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $579 | $1,076-46.2% | $2,559-77.4% | $1,882-69.3% |
| Participant deferral / active EE | $1,267 | $1,970-35.7% | $3,585-64.7% | $3,022-58.1% |
| Admin fee / account holder | $8 | $466-98.3% | $4,255-99.8% | $592-98.7% |