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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,814 | $88,117+105.2% | $164,928+9.6% | $74,400+143.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.80% | 17.27%-6.5pp | 70.08%-59.3pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $7,339 | $2,596+182.7% | $4,343+69.0% | $2,624+179.7% |
| Participant deferral / active EE | $7,330 | $4,501+62.8% | $6,034+21.5% | $4,348+68.6% |
| Admin fee / account holder | $1,032 | $2,230-53.7% | $12,684-91.9% | $1,944-46.9% |