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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $147,044 |
A.I. U.S INFLATION-PROTECTED FUND2 years Service code 28 | Investment Management | $0 |
Filed as: CARILLON EAGLE SMALL CAP GROWTH FUN Service code 28 | Investment Management | $0 |
FEDERATED3+ years Filed as: FEDERATED INTERNATIONAL LEADERS FUN Service code 28 | Investment Management | $0 |
Filed as: GUGGENHEIM MACRO OPPORTUNITIES FUND Service code 28 | Investment Management | $0 |
INVESCO4+ years Filed as: INVESCO DEVELOPING MARKETS FUND Service code 28 | Investment Management | $0 |
Filed as: JOHN HANCOCK DISCIPLINED VALUE MID Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN CORE PLUS BOND FUND Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN SMALL CAP EQUITY FUND Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN SMARTRET BLEND 2020 Service code 28 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,503 | $80,005-21.9% | $140,016-55.4% | $55,725+12.2% |
| Participation rate | 70.1% | 87.0%-16.9pp | 87.5%-17.4pp | 70.9%-0.7pp |
| Annual return | -5.50% | 0.46%-6.0pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,379 | $3,403-59.5% | $5,606-75.4% | $2,078-33.6% |
| Participant deferral / active EE | $2,694 | $5,264-48.8% | $6,927-61.1% | $3,356-19.7% |
| Admin fee / account holder | $209 | $116+80.8% | $10,705-98.0% | $115+81.6% |