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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,597 |
INTRUST BANK, N.A.10+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $29,939 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,226 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,156 | $89,465+44.4% | $164,866-21.7% | $77,671+66.3% |
| Participation rate | 93.3% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 14.09% | 28.81%-14.7pp | 69.97%-55.9pp | 31.21%-17.1pp |
| Employer contribution / active EE | $2,235 | $2,568-13.0% | $4,343-48.5% | $2,726-18.0% |
| Participant deferral / active EE | $7,575 | $4,897+54.7% | $6,033+25.6% | $4,648+63.0% |
| Admin fee / account holder | $225 | $340-33.6% | $12,689-98.2% | $430-47.6% |