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| Provider | Service type | Compensation |
|---|---|---|
AGH WEALTH ADVISORS, LLC3+ years Service code 26 · EIN 26-2107684 | Advisory (Participants) | $7,335 |
ALLEN, GIBBS & HOULIK, L.C.3+ years Filed as: ALLEN, GIBBS & HOULIK LC Service code 15 301 N MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $5,991 |
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 | $49,887 | $80,753-38.2% | $136,298-63.4% | $62,293-19.9% |
| Participation rate | 84.3% | 73.5%+10.7pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 15.86% | 35.83%-20.0pp | 5156.27%-5140.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $767 | $2,884-73.4% | $4,696-83.7% | $2,042-62.5% |
| Participant deferral / active EE | $1,785 | $5,164-65.4% | $6,247-71.4% | $3,169-43.7% |
| Admin fee / account holder | $98 | $525-81.4% | $9,244-98.9% | $479-79.7% |