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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $3,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,168 | $63,770-57.4% | $71,209-61.8% | $102,872-73.6% |
| Participation rate | 18.4% | 61.0%-42.7pp | 73.8%-55.4pp | 73.0%-54.7pp |
| Annual return | 19.77% | 16.01%+3.8pp | 282.51%-262.7pp | 19.06%+0.7pp |
| Employer contribution / active EE | $18 | $2,367-99.2% | $2,721-99.3% | $3,526-99.5% |
| Participant deferral / active EE | $543 | $3,587-84.9% | $4,175-87.0% | $5,535-90.2% |
| Admin fee / account holder | $8 | $220-96.3% | $5,349-99.8% | $292-97.2% |