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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $25,683 |
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 | $19,123 | $23,385-18.2% | $69,182-72.4% | $57,658-66.8% |
| Participation rate | 46.2% | 37.9%+8.2pp | 55.1%-9.0pp | 70.2%-24.1pp |
| Annual return | 6.20% | -659.34%+665.5pp | -21.93%+28.1pp | 5.13%+1.1pp |
| Employer contribution / active EE | $157 | $422-62.8% | $1,206-87.0% | $1,974-92.0% |
| Participant deferral / active EE | $671 | $843-20.4% | $1,897-64.6% | $3,061-78.1% |
| Admin fee / account holder | $160 | $82+94.9% | $2,697-94.1% | $95+69.3% |