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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $2,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,082 | $46,732+58.5% | $156,551-52.7% | $55,167+34.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.74% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $6,723 | $2,105+219.3% | $5,501+22.2% | $1,963+242.5% |
| Participant deferral / active EE | $3,881 | $2,204+76.1% | $4,871-20.3% | $3,054+27.1% |
| Admin fee / account holder | $493 | $418+17.9% | $13,028-96.2% | $504-2.1% |