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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3 years Service code 15 · EIN 48-0477525 | Recordkeeping | $52,204 |
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 | $81,104 | $57,384+41.3% | $106,387-23.8% | $56,287+44.1% |
| Participation rate | 57.7% | 71.3%-13.7pp | 77.5%-19.8pp | 69.9%-12.2pp |
| Annual return | -5.08% | 5.91%-11.0pp | 0.25%-5.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,061 | $2,348-54.8% | $3,520-69.8% | $2,111-49.7% |
| Participant deferral / active EE | $1,897 | $3,799-50.1% | $5,421-65.0% | $3,350-43.4% |
| Admin fee / account holder | $408 | $566-28.0% | $7,510-94.6% | $521-21.7% |