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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC2 years Service code 27 301 N. MAIN · WICHITA, KS 67202 | Advisory (Plan) | $25,967 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN GIBBS & HOULIK, L.C. Service code 15 301 N. MAIN · WICHITA, KS 67202 | Recordkeeping | $10,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,264 | $65,322+59.6% | $70,462+48.0% | $73,493+41.9% |
| Participation rate | 57.5% | 77.0%-19.4pp | 75.1%-17.5pp | 70.7%-13.1pp |
| Annual return | 17.38% | 15.71%+1.7pp | 109.08%-91.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,307 | $2,460-46.8% | $2,737-52.2% | $2,270-42.4% |
| Participant deferral / active EE | $3,481 | $3,375+3.1% | $3,710-6.2% | $3,740-6.9% |
| Admin fee / account holder | $485 | $214+126.6% | $3,845-87.4% | $513-5.5% |