Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $7,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,511 | $32,085-26.7% | $40,145,923-99.9% | $57,658-59.2% |
| Participation rate | 37.2% | 66.0%-28.8pp | 68.4%-31.2pp | 70.2%-33.0pp |
| Annual return | 9.19% | 9.60%-0.4pp | 5.24%+4.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $893 | $1,179-24.3% | $1,844-51.6% | $1,974-54.7% |
| Participant deferral / active EE | $1,596 | $1,957-18.4% | $2,591-38.4% | $3,061-47.8% |
| Admin fee / account holder | $1 | $75-99.1% | $2,903-100.0% | $95-99.3% |