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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3 years Filed as: INTRUST BANK NA Service code 99 | Other Fees | $92,155 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $31,939 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $20,047 |
INTRUST BANK, N.A.4+ 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 | $64,431 | $91,372-29.5% | $129,995-50.4% | $74,419-13.4% |
| Participation rate | 65.4% | 77.8%-12.4pp | 78.5%-13.1pp | 70.7%-5.3pp |
| Annual return | 17.55% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,174 | $2,563-15.2% | $4,320-49.7% | $2,637-17.6% |
| Participant deferral / active EE | $3,916 | $4,721-17.0% | $5,820-32.7% | $4,528-13.5% |
| Admin fee / account holder | $89 | $283-68.6% | $10,614-99.2% | $348-74.4% |