Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Recordkeeping fees... | $4,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,461 | $31,424-73.1% | $81,473-89.6% | $69,631-87.8% |
| Participation rate | 25.8% | 50.8%-25.0pp | 68.0%-42.1pp | 70.7%-44.9pp |
| Annual return | 17.06% | 22.44%-5.4pp | 38.78%-21.7pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $359 | $1,029-65.1% | $2,568-86.0% | $2,032-82.3% |
| Participant deferral / active EE | $712 | $1,838-61.3% | $3,537-79.9% | $3,224-77.9% |
| Admin fee / account holder | $17 | $103-83.5% | $4,561-99.6% | $110-84.7% |