Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $89,848 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $64,314 | $89,093-27.8% | $102,434-37.2% | $77,736-17.3% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.1pp |
| Annual return | 11.43% | 25.03%-13.6pp | 29.46%-18.0pp | 31.26%-19.8pp |
| Employer contribution / active EE | $987 | $2,699-63.5% | $3,023-67.4% | $2,728-63.8% |
| Participant deferral / active EE | $2,671 | $5,147-48.1% | $5,055-47.2% | $4,651-42.6% |
| Admin fee / account holder | $305 | $236+29.1% | $9,462-96.8% | $433-29.7% |