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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2 years Service code 15 · EIN 48-0477525 | Recordkeeping | $48,207 |
7 funds of $250K or more; 12 lines in all, holding $5.6M of the plan's $5.7M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.5M | 97.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $54K | 1.0% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $33K | 0.6% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $23K | 0.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $13K | 0.2% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $13K | 0.2% |
| Federated Hermes Government Federated Hermes · Money market | $7K | 0.1% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $6K | 0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $5K | <0.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $4K | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.