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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... | $40,375 |
Participant 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.
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 | $10,247 | $39,458-74.0% | $60,547-83.1% | $55,191-81.4% |
| Participation rate | 72.4% | 59.6%+12.8pp | 68.0%+4.5pp | 69.2%+3.3pp |
| Annual return | 0.03% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,203 | $1,210+247.4% | $2,419+73.7% | $1,899+121.4% |
| Participant deferral / active EE | $329 | $2,140-84.6% | $3,328-90.1% | $3,046-89.2% |
| Admin fee / account holder | $7 | $95-92.7% | $4,536-99.8% | $91-92.4% |