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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Recordkeeping and info... | $9,340 |
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).
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 | $15,636 | $46,173-66.1% | $170,435-90.8% | $69,631-77.5% |
| Participation rate | 42.8% | 63.9%-21.1pp | 83.6%-40.8pp | 70.7%-27.9pp |
| Annual return | 13.92% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $390 | $1,610-75.8% | $5,432-92.8% | $2,032-80.8% |
| Participant deferral / active EE | $1,274 | $2,080-38.7% | $4,939-74.2% | $3,224-60.5% |
| Admin fee / account holder | $12 | $116-89.3% | $13,881-99.9% | $110-88.8% |