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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.9 years Service code 15 · EIN 48-0477525 | Recordkeeping | $43,503 |
FIRST NATIONAL BANK OF HUTCHINSON10+ years Service code 21 · EIN 48-0273305 | Bank Trustee | $28,826 |
LINDBURG VOGEL PIERCE FARIS, CHTD10+ years Service code 10 · EIN 48-0841034 | Accounting | $12,500 |
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.)
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 | $161,677 | $89,225+81.2% | $136,072+18.8% | $74,459+117.1% |
| Participation rate | 61.6% | 69.4%-7.8pp | 76.4%-14.8pp | 67.2%-5.6pp |
| Annual return | 17.37% | 22.76%-5.4pp | 580.46%-563.1pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $1,344 | $2,816-52.3% | $4,216-68.1% | $2,626-48.8% |
| Participant deferral / active EE | $3,717 | $4,597-19.2% | $7,028-47.1% | $4,350-14.6% |
| Admin fee / account holder | $619 | $1,545-59.9% | $6,718-90.8% | $1,945-68.2% |