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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $24,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,551 | $26,805-49.4% | $59,496-77.2% | $52,331-74.1% |
| Participation rate | 46.0% | 39.3%+6.7pp | 54.6%-8.6pp | 68.1%-22.1pp |
| Annual return | -0.68% | 2.61%-3.3pp | 182.05%-182.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $184 | $450-59.1% | $1,153-84.1% | $1,882-90.2% |
| Participant deferral / active EE | $744 | $916-18.8% | $1,829-59.3% | $3,022-75.4% |
| Admin fee / account holder | $126 | $305-58.6% | $2,232-94.3% | $592-78.7% |