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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Direct paym... | $2,880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,632 | $71,192+101.8% | $117,860+21.9% | $62,293+130.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.78% | 18.66%-1.9pp | 335.10%-318.3pp | 28.90%-12.1pp |
| Employer contribution / active EE | $5,245 | $1,934+171.2% | $3,786+38.5% | $2,042+156.8% |
| Participant deferral / active EE | $807 | $3,189-74.7% | $4,482-82.0% | $3,169-74.5% |
| Admin fee / account holder | $713 | $587+21.5% | $8,021-91.1% | $479+48.8% |