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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $40,908 |
Service code 10 · EIN 48-0841034 | Accounting | $9,357 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,317 | $56,171+19.8% | $108,745-38.1% | $55,167+22.0% |
| Participation rate | 63.3% | 70.7%-7.4pp | 77.7%-14.4pp | 69.0%-5.7pp |
| Annual return | 6.71% | 214.86%-208.2pp | 46.22%-39.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,144 | $2,153-46.9% | $3,323-65.6% | $1,963-41.7% |
| Participant deferral / active EE | $1,888 | $3,437-45.1% | $5,121-63.1% | $3,054-38.2% |
| Admin fee / account holder | $316 | $302+4.8% | $6,144-94.9% | $504-37.3% |