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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $86,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,779 |
NESTEGG U1 year Service code 15 · EIN 20-0459828 | Recordkeeping | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,896 | $100,801-25.7% | $149,730-50.0% | $73,412+2.0% |
| Participation rate | 74.7% | 77.7%-3.0pp | 82.5%-7.7pp | 72.2%+2.6pp |
| Annual return | 21.52% | 265.34%-243.8pp | 276.70%-255.2pp | 59.30%-37.8pp |
| Employer contribution / active EE | $1,929 | $3,312-41.7% | $4,645-58.5% | $2,234-13.6% |
| Participant deferral / active EE | $6,610 | $6,404+3.2% | $6,843-3.4% | $3,806+73.7% |
| Admin fee / account holder | $184 | $181+1.9% | $9,310-98.0% | $158+16.7% |