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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... | $1,250 |
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 | $75,586 | $55,453+36.3% | $170,435-55.7% | $62,293+21.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.48% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $5,597 | $2,164+158.7% | $5,432+3.0% | $2,042+174.1% |
| Participant deferral / active EE | $3,472 | $2,303+50.8% | $4,939-29.7% | $3,169+9.5% |
| Admin fee / account holder | $490 | $455+7.6% | $13,881-96.5% | $479+2.1% |