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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $67,248 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,633 | $80,674+52.0% | $119,126+2.9% | $64,340+90.6% |
| Participation rate | 68.6% | 55.2%+13.4pp | 75.8%-7.2pp | 55.2%+13.3pp |
| Annual return | 11.59% | 26.86%-15.3pp | 282.11%-270.5pp | 24.14%-12.6pp |
| Employer contribution / active EE | $1,473 | $2,564-42.6% | $4,034-63.5% | $1,862-20.9% |
| Participant deferral / active EE | $5,188 | $3,053+69.9% | $5,318-2.5% | $2,980+74.1% |
| Admin fee / account holder | $611 | $4,559-86.6% | $10,693-94.3% | $3,703-83.5% |