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 | $88,186+7.6% | $165,071-42.5% | $74,459+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 | 70.17%-55.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $3,579 | $2,600+37.6% | $4,347-17.7% | $2,626+36.3% |
| Participant deferral / active EE | $4,124 | $4,505-8.5% | $6,035-31.7% | $4,350-5.2% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,695-97.9% | $1,945-86.4% |