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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $8,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,877 | $54,320-61.6% | $67,652-69.1% | $52,331-60.1% |
| Participation rate | 60.9% | 73.6%-12.7pp | 75.7%-14.8pp | 68.1%-7.2pp |
| Annual return | 2.64% | 6.81%-4.2pp | 6625.40%-6622.8pp | 4.54%-1.9pp |
| Employer contribution / active EE | $665 | $1,544-56.9% | $2,266-70.6% | $1,882-64.7% |
| Participant deferral / active EE | $1,918 | $2,950-35.0% | $3,560-46.1% | $3,022-36.5% |
| Admin fee / account holder | $15 | $527-97.2% | $4,821-99.7% | $592-97.5% |