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| Provider | Service type | Compensation |
|---|---|---|
NESTEGG CONSULTING INC1+ years Filed as: NESTEGG CONSULTING INC. Service code 15 · EIN 48-1190649 | Recordkeeping | $16,207 |
INTRUST BANK, N.A.1+ years Filed as: INTRUST WEALTH MANAGEMENT Service code 21 · EIN 48-1042879 | Bank Trustee | $7,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,713 | $34,220-86.2% | $73,836-93.6% | $59,188-92.0% |
| Participation rate | 64.9% | 59.1%+5.7pp | 73.4%-8.6pp | 69.4%-4.6pp |
| Annual return | -0.47% | 3.36%-3.8pp | 2268.06%-2268.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $2,787-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $23 | $64-64.3% | $4,882-99.5% | $92-75.2% |