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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $33,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $17,558 | $25,302-30.6% | $74,719-76.5% | $67,579-74.0% |
| Participation rate | 59.6% | 37.8%+21.8pp | 54.5%+5.2pp | 71.3%-11.6pp |
| Annual return | 17.28% | 10291.17%-10273.9pp | 753.05%-735.8pp | 378.56%-361.3pp |
| Employer contribution / active EE | $220 | $446-50.8% | $1,084-79.7% | $2,148-89.8% |
| Participant deferral / active EE | $893 | $954-6.3% | $1,963-54.5% | $3,539-74.8% |
| Admin fee / account holder | $134 | $108+24.8% | $3,334-96.0% | $142-5.6% |