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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.3+ years Filed as: ALLEN GIBBS & HOULIK LLC Service code 15 301 N MAIN ST, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $7,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,680 | $55,453-46.5% | $170,435-82.6% | $62,293-52.4% |
| Participation rate | 43.0% | 66.4%-23.4pp | 83.6%-40.6pp | 69.5%-26.5pp |
| Annual return | 15.66% | 21.38%-5.7pp | 205.94%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $137 | $2,164-93.7% | $5,432-97.5% | $2,042-93.3% |
| Participant deferral / active EE | $725 | $2,303-68.5% | $4,939-85.3% | $3,169-77.1% |
| Admin fee / account holder | $155 | $455-65.9% | $13,881-98.9% | $479-67.6% |