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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.6+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $11,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,466 | $52,722-70.7% | $90,461-82.9% | $73,412-78.9% |
| Participation rate | 76.9% | 67.7%+9.2pp | 72.7%+4.2pp | 72.2%+4.7pp |
| Annual return | 14.55% | 20.70%-6.2pp | 1294.76%-1280.2pp | 59.30%-44.7pp |
| Employer contribution / active EE | $525 | $1,872-71.9% | $3,264-83.9% | $2,234-76.5% |
| Participant deferral / active EE | $1,153 | $2,810-59.0% | $3,964-70.9% | $3,806-69.7% |
| Admin fee / account holder | $30 | $117-74.0% | $5,617-99.5% | $158-80.8% |