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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.11+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $8,911 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,459 | $61,058-53.4% | $71,209-60.0% | $85,563-66.7% |
| Participation rate | 61.1% | 58.6%+2.5pp | 73.8%-12.6pp | 66.0%-4.9pp |
| Annual return | 10.12% | 100.41%-90.3pp | 282.51%-272.4pp | 31.51%-21.4pp |
| Employer contribution / active EE | $683 | $2,199-68.9% | $2,721-74.9% | $2,654-74.3% |
| Participant deferral / active EE | $1,632 | $3,173-48.6% | $4,175-60.9% | $4,375-62.7% |
| Admin fee / account holder | $41 | $855-95.3% | $5,349-99.2% | $834-95.1% |