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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $33,081 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,102 | $39,859-77.2% | $78,676-88.4% | $57,658-84.2% |
| Participation rate | 74.8% | 66.1%+8.7pp | 73.6%+1.2pp | 70.2%+4.5pp |
| Annual return | 2.14% | 18.96%-16.8pp | 62.19%-60.1pp | 5.13%-3.0pp |
| Employer contribution / active EE | $522 | $1,786-70.7% | $2,850-81.7% | $1,974-73.5% |
| Participant deferral / active EE | $1,215 | $2,248-46.0% | $3,517-65.5% | $3,061-60.3% |
| Admin fee / account holder | $49 | $76-35.5% | $4,510-98.9% | $95-48.0% |