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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RCB BANK Service code 21 700 E 30TH AVE · HUTCHINSON, KS 67502 | Bank Trustee | $6,665 |
Filed as: ALLEN GIBBS & HOULIK LC Service code 15 301 N MAIN SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $6,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,400 | $95,383-68.1% | $185,837-83.6% | $85,856-64.6% |
| Participation rate | 35.9% | 68.8%-32.9pp | 81.7%-45.8pp | 69.3%-33.4pp |
| Annual return | 11.26% | 23.59%-12.3pp | 122.08%-110.8pp | 318.58%-307.3pp |
| Employer contribution / active EE | $368 | $3,313-88.9% | $5,168-92.9% | $2,565-85.7% |
| Participant deferral / active EE | $690 | $3,423-79.8% | $5,568-87.6% | $3,952-82.5% |
| Admin fee / account holder | $222 | $7,213-96.9% | $16,241-98.6% | $6,261-96.5% |