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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,196 |
INTRUST BANK, N.A.7+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $28,266 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,378 | $86,225+81.4% | $146,647+6.6% | $86,821+80.1% |
| Participation rate | 75.8% | 78.0%-2.2pp | 80.1%-4.3pp | 72.3%+3.5pp |
| Annual return | 15.07% | 31.23%-16.2pp | 22.75%-7.7pp | 97.94%-82.9pp |
| Employer contribution / active EE | $1,407 | $2,392-41.2% | $4,137-66.0% | $2,406-41.5% |
| Participant deferral / active EE | $5,281 | $4,245+24.4% | $5,506-4.1% | $4,132+27.8% |
| Admin fee / account holder | $298 | $195+52.4% | $10,281-97.1% | $170+75.5% |