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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $33,817 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $20,939 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS INC Service code 12 | Participant loan processing; Recordke... | $0 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS INC. Service code 12 | Direct payment from the plan; Recordk... | $0 |
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 | $30,143 | $47,977-37.2% | $154,108-80.4% | $56,289-46.4% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.6pp | 69.9%+28.8pp |
| Annual return | -6.19% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,489 | $2,169-31.4% | $5,298-71.9% | $2,111-29.5% |
| Participant deferral / active EE | $1,883 | $2,392-21.3% | $5,081-62.9% | $3,350-43.8% |
| Admin fee / account holder | $207 | $438-52.8% | $13,411-98.5% | $521-60.3% |