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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,571 | $36,916-60.5% | $156,551-90.7% | $57,658-74.7% |
| Participation rate | 57.0% | 63.4%-6.4pp | 84.0%-27.0pp | 70.2%-13.2pp |
| Annual return | 8.49% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $527 | $1,571-66.4% | $5,501-90.4% | $1,974-73.3% |
| Participant deferral / active EE | $1,548 | $1,926-19.6% | $4,871-68.2% | $3,061-49.4% |
| Admin fee / account holder | $8 | $82-90.4% | $13,028-99.9% | $95-91.6% |