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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Sub-transfer agency fe... | $6,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,364 | $52,884-33.1% | $84,753-58.3% | $55,167-35.9% |
| Participation rate | 58.9% | 67.5%-8.6pp | 76.6%-17.7pp | 69.0%-10.1pp |
| Annual return | 6.37% | 18.03%-11.7pp | 22.78%-16.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $351 | $2,233-84.3% | $3,574-90.2% | $1,963-82.1% |
| Participant deferral / active EE | $2,132 | $2,644-19.4% | $3,712-42.6% | $3,054-30.2% |
| Admin fee / account holder | $9 | $581-98.4% | $5,333-99.8% | $504-98.2% |