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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.5 years Filed as: ALLEN GIBBS & HOULIK, LC Service code 15 301 N. MAIN · WICHITA, KS 67202 | Recordkeeping | $17,850 |
FCI ADVISORS3 years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,072 | $95,438-74.8% | $135,982-82.3% | $74,473-67.7% |
| Participation rate | 54.4% | 78.2%-23.8pp | 81.9%-27.6pp | 70.7%-16.4pp |
| Annual return | 3.73% | 32.61%-28.9pp | 68.32%-64.6pp | 34.36%-30.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $114 | $259-56.0% | $10,767-98.9% | $347-67.2% |