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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC2+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $8,124 |
ALLEN, GIBBS & HOULIK, L.C.2+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $7,505 |
Participant 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 | $46,692 | $75,183-37.9% | $123,894-62.3% | $55,167-15.4% |
| Participation rate | 83.0% | 72.8%+10.2pp | 81.4%+1.6pp | 69.0%+14.0pp |
| Annual return | 6.45% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $731 | $2,823-74.1% | $4,617-84.2% | $1,963-62.8% |
| Participant deferral / active EE | $1,851 | $5,084-63.6% | $5,984-69.1% | $3,054-39.4% |
| Admin fee / account holder | $17 | $663-97.4% | $8,357-99.8% | $504-96.6% |