Filed June 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $42,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,669 | $60,989-39.9% | $60,874-39.8% | $66,914-45.2% |
| Participation rate | 93.6% | 74.5%+19.1pp | 73.1%+20.5pp | 69.8%+23.8pp |
| Annual return | -16.07% | -9.60%-6.5pp | 16.90%-33.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $925 | $2,661-65.2% | $2,701-65.7% | $2,544-63.6% |
| Participant deferral / active EE | $3,161 | $3,615-12.5% | $3,817-17.2% | $4,237-25.4% |
| Admin fee / account holder | $207 | $338-38.8% | $3,224-93.6% | $593-65.1% |