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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... | $15,314 |
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.
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 | $31,271 | $70,083-55.4% | $59,899-47.8% | $55,725-43.9% |
| Participation rate | 47.6% | 78.4%-30.8pp | 74.7%-27.1pp | 70.9%-23.3pp |
| Annual return | 10.97% | 3.13%+7.8pp | 3.46%+7.5pp | 244.93%-234.0pp |
| Employer contribution / active EE | $1,241 | $2,878-56.9% | $2,723-54.4% | $2,078-40.3% |
| Participant deferral / active EE | $1,006 | $3,079-67.3% | $3,402-70.4% | $3,356-70.0% |
| Admin fee / account holder | $148 | $70+111.1% | $3,592-95.9% | $115+28.9% |