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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC1+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $8,914 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $8,584 |
Participant contribution per participant 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 | $42,603 | $70,002-39.1% | $115,037-63.0% | $52,331-18.6% |
| Participation rate | 90.0% | 72.1%+17.9pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 1.70% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $781 | $2,715-71.2% | $4,608-83.0% | $1,882-58.5% |
| Participant deferral / active EE | $1,944 | $4,920-60.5% | $6,026-67.7% | $3,022-35.7% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |