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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $24,322 |
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).
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 | $15,172 | $52,884-71.3% | $84,753-82.1% | $55,167-72.5% |
| Participation rate | 67.4% | 67.5%-0.2pp | 76.6%-9.2pp | 69.0%-1.6pp |
| Annual return | 5.67% | 18.03%-12.4pp | 22.78%-17.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $138 | $2,233-93.8% | $3,574-96.1% | $1,963-93.0% |
| Participant deferral / active EE | $1,434 | $2,644-45.8% | $3,712-61.4% | $3,054-53.1% |
| Admin fee / account holder | $127 | $581-78.1% | $5,333-97.6% | $504-74.8% |