Filed April 6, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $51,392 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,907 | $88,137+7.7% | $164,975-42.5% | $74,429+27.5% |
| Participation rate | 98.7% | 73.1%+25.6pp | 78.6%+20.1pp | 67.2%+31.5pp |
| Annual return | 14.99% | 17.13%-2.1pp | 70.12%-55.1pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $3,579 | $2,597+37.8% | $4,343-17.6% | $2,625+36.3% |
| Participant deferral / active EE | $4,124 | $4,501-8.4% | $6,033-31.7% | $4,348-5.2% |
| Admin fee / account holder | $264 | $2,231-88.2% | $12,688-97.9% | $1,944-86.4% |