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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $3,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,757 | $37,117-54.9% | $147,614-88.6% | $55,191-69.6% |
| Participation rate | 55.9% | 63.6%-7.7pp | 84.6%-28.7pp | 69.2%-13.3pp |
| Annual return | -1.61% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $783 | $1,620-51.7% | $5,564-85.9% | $1,899-58.8% |
| Participant deferral / active EE | $1,230 | $1,985-38.1% | $4,895-74.9% | $3,046-59.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |