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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2 years Filed as: INTRUST BANK NA Service code 99 | Other Fees | $82,965 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $26,997 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,021 |
INTRUST BANK, N.A.3+ years Filed as: INTRUST BANK N.A. Service code 99 · EIN 48-0477525 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,795 | $71,142-27.2% | $119,609-56.7% | $64,808-20.1% |
| Participation rate | 67.9% | 78.6%-10.7pp | 79.3%-11.4pp | 71.5%-3.6pp |
| Annual return | -13.11% | -10.01%-3.1pp | -14.97%+1.9pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,932 | $2,497-22.6% | $4,232-54.3% | $2,506-22.9% |
| Participant deferral / active EE | $3,629 | $4,490-19.2% | $5,602-35.2% | $4,310-15.8% |
| Admin fee / account holder | $85 | $162-47.5% | $10,323-99.2% | $188-54.7% |