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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,207 |
INTRUST BANK, N.A.2 years Filed as: INTRUST BANK Service code 16 · EIN 48-0477525 | Consulting | $24,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,337 | $101,653-40.6% | $147,080-59.0% | $74,459-19.0% |
| Participation rate | 50.2% | 75.6%-25.4pp | 82.2%-32.0pp | 67.2%-17.0pp |
| Annual return | 15.51% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $3,202 | $3,813-16.0% | $4,933-35.1% | $2,626+21.9% |
| Participant deferral / active EE | $7,097 | $7,304-2.8% | $8,066-12.0% | $4,350+63.2% |
| Admin fee / account holder | $219 | $1,752-87.5% | $12,989-98.3% | $1,945-88.7% |