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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $9,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $39,245-59.7% | $64,105-75.3% | $52,331-69.8% |
| Participation rate | 29.7% | 58.2%-28.5pp | 68.2%-38.4pp | 68.1%-38.4pp |
| Annual return | -0.87% | 14.79%-15.7pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,400 | $1,992-29.7% | $2,822-50.4% | $3,022-53.7% |
| Admin fee / account holder | $22 | $592-96.2% | $4,499-99.5% | $592-96.2% |