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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $57,833 |
MIZE HOUSER & COMPANY4 years Filed as: MIZE HOUSER & CO. PA Service code 10 · EIN 48-0882363 | Accounting | $8,750 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,505 | $69,362+27.6% | $101,248-12.6% | $73,488+20.4% |
| Participation rate | 65.0% | 68.4%-3.4pp | 75.8%-10.8pp | 70.7%-5.7pp |
| Annual return | 9.79% | 18.46%-8.7pp | 46.47%-36.7pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,070 | $2,628-59.3% | $3,660-70.7% | $2,270-52.8% |
| Participant deferral / active EE | $3,360 | $3,300+1.8% | $4,370-23.1% | $3,740-10.2% |
| Admin fee / account holder | $589 | $704-16.3% | $5,945-90.1% | $513+14.8% |