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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Direct payment fr... | $12,687 |
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 | $22,655 | $60,165-62.3% | $74,184-69.5% | $55,167-58.9% |
| Participation rate | 58.1% | 74.2%-16.0pp | 76.6%-18.5pp | 69.0%-10.9pp |
| Annual return | 7.37% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $654 | $1,600-59.1% | $2,370-72.4% | $1,963-66.7% |
| Participant deferral / active EE | $1,811 | $2,973-39.1% | $3,550-49.0% | $3,054-40.7% |
| Admin fee / account holder | $20 | $419-95.3% | $5,586-99.6% | $504-96.1% |