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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $8,930 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,501 | $65,960-62.9% | $81,882-70.1% | $77,762-68.5% |
| Participation rate | 66.5% | 65.8%+0.8pp | 72.4%-5.8pp | 70.6%-4.0pp |
| Annual return | 10.70% | 26.64%-15.9pp | 779.47%-768.8pp | 31.27%-20.6pp |
| Employer contribution / active EE | $689 | $2,375-71.0% | $2,916-76.4% | $2,728-74.7% |
| Participant deferral / active EE | $1,691 | $3,505-51.8% | $4,323-60.9% | $4,651-63.6% |
| Admin fee / account holder | $39 | $526-92.7% | $7,360-99.5% | $433-91.1% |