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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC8+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $46,082 |
ALLEN, GIBBS & HOULIK, L.C.8+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $23,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,417 | $65,437+9.1% | $86,698-17.6% | $66,949+6.7% |
| Participation rate | 81.7% | 75.5%+6.3pp | 76.6%+5.1pp | 69.8%+11.9pp |
| Annual return | -18.00% | -10.91%-7.1pp | 35.96%-54.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,935 | $4,102-4.1% | $4,656-15.5% | $4,239-7.2% |
| Admin fee / account holder | $400 | $642-37.7% | $7,492-94.7% | $594-32.7% |