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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $16,376 |
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 | $30,170 | $63,342-52.4% | $92,235-67.3% | $70,131-57.0% |
| Participation rate | 66.1% | 68.7%-2.6pp | 76.5%-10.4pp | 69.5%-3.5pp |
| Annual return | 10.76% | 530.15%-519.4pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $780 | $2,471-68.4% | $3,679-78.8% | $2,342-66.7% |
| Participant deferral / active EE | $2,739 | $2,854-4.0% | $3,897-29.7% | $3,332-17.8% |
| Admin fee / account holder | $321 | $3,840-91.6% | $5,194-93.8% | $4,645-93.1% |