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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Finders' fees / p... | $9,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,905 | $52,467-8.7% | $57,196-16.2% | $55,167-13.2% |
| Participation rate | 57.0% | 75.8%-18.8pp | 75.3%-18.3pp | 69.0%-12.0pp |
| Annual return | 12.73% | 7.72%+5.0pp | 14.59%-1.9pp | 169.23%-156.5pp |
| Employer contribution / active EE | $1,851 | $2,477-25.3% | $2,683-31.0% | $1,963-5.7% |
| Participant deferral / active EE | $2,572 | $2,830-9.1% | $3,096-16.9% | $3,054-15.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |