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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $24,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,345 | $54,573-33.4% | $90,970-60.0% | $73,497-50.5% |
| Participation rate | 60.4% | 61.2%-0.8pp | 69.0%-8.6pp | 70.7%-10.3pp |
| Annual return | 9.29% | 16.69%-7.4pp | 134.60%-125.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $781 | $991-21.2% | $2,122-63.2% | $2,270-65.6% |
| Participant deferral / active EE | $2,017 | $2,517-19.9% | $3,373-40.2% | $3,740-46.1% |
| Admin fee / account holder | $305 | $521-41.5% | $5,961-94.9% | $513-40.5% |