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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.9+ years Filed as: INTRUST BANK NA Service code 27 · EIN 48-0477525 | Advisory (Plan) | $29,504 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $27,995 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,418 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,598 | $91,406+38.5% | $130,062-2.7% | $74,473+70.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 78.5%+9.0pp | 70.7%+16.8pp |
| Annual return | 16.07% | 23.21%-7.1pp | -137.37%+153.4pp | 34.36%-18.3pp |
| Employer contribution / active EE | $2,377 | $2,565-7.3% | $4,322-45.0% | $2,638-9.9% |
| Participant deferral / active EE | $7,275 | $4,724+54.0% | $5,821+25.0% | $4,530+60.6% |
| Admin fee / account holder | $232 | $283-18.0% | $10,601-97.8% | $347-33.0% |