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| Provider | Service type | Compensation |
|---|---|---|
NESTEGG CONSULTING INC2 years Service code 15 · EIN 48-1190649 | Recordkeeping | $11,289 |
INTRUST BANK, N.A.2 years Filed as: INTRUST BANK, NA Service code 15 · EIN 48-0477525 | Recordkeeping | $1,624 |
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 | $4,969 | $37,884-86.9% | $79,467-93.7% | $75,289-93.4% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.4pp | 72.4%-46.5pp |
| Annual return | -4.54% | 1.06%-5.6pp | 718.30%-722.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $28 | $77-63.0% | $5,104-99.4% | $102-72.3% |