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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $63,966 |
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 | $42,000 | $47,163-10.9% | $149,696-71.9% | $74,460-43.6% |
| Participation rate | 54.2% | 63.4%-9.2pp | 78.8%-24.6pp | 70.7%-16.5pp |
| Annual return | 17.01% | 22.75%-5.7pp | 134.46%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $157 | $1,907-91.8% | $4,821-96.7% | $2,638-94.1% |
| Participant deferral / active EE | $1,559 | $2,730-42.9% | $5,682-72.6% | $4,530-65.6% |
| Admin fee / account holder | $171 | $343-50.0% | $13,212-98.7% | $348-50.7% |