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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $23,765 |
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 | $10,844 | $43,999-75.4% | $79,467-86.4% | $55,725-80.5% |
| Participation rate | 74.5% | 66.9%+7.6pp | 73.3%+1.2pp | 70.9%+3.7pp |
| Annual return | -1.81% | 1.81%-3.6pp | 718.30%-720.1pp | 244.93%-246.7pp |
| Employer contribution / active EE | $503 | $1,830-72.5% | $2,800-82.0% | $2,078-75.8% |
| Participant deferral / active EE | $1,085 | $2,538-57.3% | $3,704-70.7% | $3,356-67.7% |
| Admin fee / account holder | $62 | $118-47.4% | $5,104-98.8% | $115-46.3% |