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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Recordkeeping and... | $9,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,932 | $46,732-57.3% | $156,551-87.3% | $55,167-63.9% |
| Participation rate | 32.2% | 65.8%-33.6pp | 84.0%-51.8pp | 69.0%-36.8pp |
| Annual return | 6.07% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $395 | $2,105-81.2% | $5,501-92.8% | $1,963-79.9% |
| Participant deferral / active EE | $790 | $2,204-64.2% | $4,871-83.8% | $3,054-74.1% |
| Admin fee / account holder | $54 | $418-87.1% | $13,028-99.6% | $504-89.3% |