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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLEN GIBBS & HOULIK, L.C. Service code 15 301 N. MAIN · WICHITA, KS 67202 | Recordkeeping | $18,030 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,677 | $80,753-93.0% | $136,298-95.8% | $62,293-90.9% |
| Participation rate | 73.2% | 73.5%-0.4pp | 81.9%-8.7pp | 69.5%+3.7pp |
| Annual return | 33.23% | 35.83%-2.6pp | 5156.27%-5123.0pp | 28.90%+4.3pp |
| Employer contribution / active EE | $58 | $2,884-98.0% | $4,696-98.8% | $2,042-97.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $118 | $525-77.5% | $9,244-98.7% | $479-75.3% |