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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1 year Service code 15 · EIN 48-0477525 | Recordkeeping | $134,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,814 | $88,083+105.3% | $164,813+9.7% | $74,495+142.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.80% | 17.26%-6.5pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $7,339 | $2,593+183.1% | $4,341+69.1% | $2,623+179.8% |
| Participant deferral / active EE | $7,330 | $4,498+63.0% | $6,031+21.5% | $4,346+68.7% |
| Admin fee / account holder | $1,032 | $2,234-53.8% | $12,690-91.9% | $1,942-46.8% |