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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $31,818 |
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 | $10,664 | $46,100-76.9% | $86,582-87.7% | $69,631-84.7% |
| Participation rate | 78.7% | 67.2%+11.5pp | 73.5%+5.2pp | 70.7%+8.0pp |
| Annual return | 13.14% | 21.02%-7.9pp | 965.08%-951.9pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $582 | $1,850-68.6% | $2,839-79.5% | $2,032-71.4% |
| Participant deferral / active EE | $1,215 | $2,432-50.0% | $3,609-66.3% | $3,224-62.3% |
| Admin fee / account holder | $61 | $94-34.8% | $4,904-98.8% | $110-44.6% |