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| Provider | Service type | Compensation |
|---|---|---|
NESTEGG CONSULTING INC3 years Service code 15 · EIN 48-1190649 | Recordkeeping | $14,259 |
INTRUST BANK, N.A.3 years Filed as: INTRUST BANK, NA Service code 15 · EIN 48-0477525 | Recordkeeping | $289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,195 | $102,966-96.9% | $90,281-96.5% | $152,861-97.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 3.27% | 95.16%-91.9pp | 78.10%-74.8pp | 345.32%-342.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,274 | $6,171+17.9% | $5,351+35.9% | $11,596-37.3% |