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| Provider | Service type | Compensation |
|---|---|---|
NESTEGG CONSULTING INC2+ years Filed as: NESTEGG CONSULTING INC. Service code 15 · EIN 48-1190649 | Recordkeeping | $12,155 |
INTRUST BANK, N.A.2+ years Filed as: INTRUST WEALTH MANAGEMENT Service code 21 · EIN 48-1042879 | Bank Trustee | $7,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,088 | $34,495-85.3% | $78,676-93.5% | $63,975-92.0% |
| Participation rate | 53.4% | 60.8%-7.4pp | 73.6%-20.2pp | 71.1%-17.7pp |
| Annual return | 5.80% | 11.62%-5.8pp | 62.19%-56.4pp | 48.65%-42.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,850-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $23 | $68-65.7% | $4,510-99.5% | $70-66.9% |