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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.1+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $23,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,863 | $50,464-70.5% | $75,784-80.4% | $52,331-71.6% |
| Participation rate | 67.9% | 66.8%+1.1pp | 75.8%-8.0pp | 68.1%-0.2pp |
| Annual return | 0.37% | 1.03%-0.7pp | 9.68%-9.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $121 | $1,988-93.9% | $3,323-96.4% | $1,882-93.6% |
| Participant deferral / active EE | $1,339 | $2,570-47.9% | $3,652-63.3% | $3,022-55.7% |
| Admin fee / account holder | $129 | $1,103-88.3% | $5,300-97.6% | $592-78.2% |