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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% | $165,100-21.8% | $77,762+66.1% |
| Participation rate | 93.3% | 78.6%+14.6pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 14.09% | 28.86%-14.8pp | 70.21%-56.1pp | 31.27%-17.2pp |
| Employer contribution / active EE | $2,235 | $2,565-12.9% | $4,348-48.6% | $2,728-18.1% |
| Participant deferral / active EE | $7,575 | $4,904+54.4% | $6,035+25.5% | $4,651+62.9% |
| Admin fee / account holder | $225 | $340-33.7% | $12,696-98.2% | $433-47.9% |