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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $66,265 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,551 | $46,332-19.0% | $143,799-73.9% | $64,819-42.1% |
| Participation rate | 56.3% | 64.2%-8.0pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | -16.86% | -10.05%-6.8pp | -0.04%-16.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $145 | $1,911-92.4% | $4,952-97.1% | $2,507-94.2% |
| Participant deferral / active EE | $1,769 | $2,647-33.2% | $5,638-68.6% | $4,311-59.0% |
| Admin fee / account holder | $185 | $154+20.0% | $14,677-98.7% | $188-1.7% |