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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $39,626 |
INTRUST BANK, N.A.8+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $32,071 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,651 |
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 | $119,694 | $71,142+68.2% | $119,634+0.1% | $64,824+84.6% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.3%+9.1pp | 71.5%+16.9pp |
| Annual return | -16.15% | -10.01%-6.1pp | -14.98%-1.2pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,258 | $2,497-9.6% | $4,232-46.7% | $2,507-9.9% |
| Participant deferral / active EE | $6,594 | $4,490+46.9% | $5,601+17.7% | $4,311+52.9% |
| Admin fee / account holder | $274 | $162+69.3% | $10,329-97.3% | $188+46.1% |