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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4 years Service code 15 · EIN 48-0477525 | Recordkeeping | $50,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,229 | $53,204-67.6% | $155,556-88.9% | $200,096-91.4% |
| Participation rate | 20.3% | 64.1%-43.8pp | 78.2%-57.9pp | 72.0%-51.7pp |
| Annual return | 19.70% | 41.02%-21.3pp | 64.84%-45.1pp | 34.26%-14.6pp |
| Employer contribution / active EE | $184 | $1,850-90.0% | $4,675-96.1% | $3,038-93.9% |
| Participant deferral / active EE | $1,338 | $3,163-57.7% | $5,631-76.2% | $5,090-73.7% |
| Admin fee / account holder | $64 | $186-65.7% | $15,885-99.6% | $269-76.3% |