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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Recordkeeping and... | $19,347 |
Service code 27 8118 165TH AVE NE · REDMOND, WA 98052 | Advisory (Plan) | $11,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,478 | $68,408-56.9% | $57,196-48.5% | $57,658-48.9% |
| Participation rate | 44.6% | 79.1%-34.6pp | 75.3%-30.8pp | 70.2%-25.7pp |
| Annual return | 7.57% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $767 | $2,869-73.3% | $2,683-71.4% | $1,974-61.1% |
| Participant deferral / active EE | $1,153 | $2,903-60.3% | $3,096-62.8% | $3,061-62.3% |
| Admin fee / account holder | $156 | $70+124.1% | $3,141-95.0% | $95+65.1% |