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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Sub-transfer agen... | $102,039 |
EBC FINANCIAL MANAGEMENT1+ years Service code 27 409 HOLLYBERRY LANE · HOLLY SPRINGS, NC 27540 | Advisory (Plan) | $6,250 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,371 | $54,281-79.1% | $60,547-81.2% | $59,188-80.8% |
| Participation rate | 60.9% | 66.8%-5.9pp | 68.0%-7.1pp | 69.4%-8.5pp |
| Annual return | -0.30% | 1.74%-2.0pp | 335.64%-335.9pp | 5.51%-5.8pp |
| Employer contribution / active EE | $222 | $2,031-89.1% | $2,419-90.8% | $2,098-89.4% |
| Participant deferral / active EE | $1,013 | $2,789-63.7% | $3,328-69.5% | $3,265-69.0% |
| Admin fee / account holder | $70 | $64+8.0% | $4,536-98.5% | $92-24.5% |