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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $65,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,256 | $46,173-4.2% | $170,435-74.0% | $69,631-36.4% |
| Participation rate | 60.4% | 63.9%-3.5pp | 83.6%-23.2pp | 70.7%-10.3pp |
| Annual return | 19.33% | 21.62%-2.3pp | 205.94%-186.6pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $175 | $1,610-89.1% | $5,432-96.8% | $2,032-91.4% |
| Participant deferral / active EE | $1,748 | $2,080-16.0% | $4,939-64.6% | $3,224-45.8% |
| Admin fee / account holder | $203 | $116+74.9% | $13,881-98.5% | $110+83.6% |