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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $2,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,897 | $30,599-80.7% | $74,577-92.1% | $57,658-89.8% |
| Participation rate | 36.5% | 49.1%-12.6pp | 68.1%-31.6pp | 70.2%-33.7pp |
| Annual return | -4.76% | 14.24%-19.0pp | 20.47%-25.2pp | 5.13%-9.9pp |
| Employer contribution / active EE | $302 | $1,000-69.8% | $2,525-88.1% | $1,974-84.7% |
| Participant deferral / active EE | $579 | $1,805-67.9% | $3,458-83.3% | $3,061-81.1% |
| Admin fee / account holder | $11 | $98-89.1% | $4,138-99.7% | $95-88.7% |