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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $29,190 |
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 | $17,874 | $55,449-67.8% | $83,831-78.7% | $56,289-68.2% |
| Participation rate | 63.4% | 68.0%-4.6pp | 76.1%-12.7pp | 69.9%-6.4pp |
| Annual return | -6.81% | -1.38%-5.4pp | 850.99%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $138 | $2,430-94.3% | $3,631-96.2% | $2,111-93.5% |
| Participant deferral / active EE | $1,953 | $2,935-33.5% | $4,082-52.1% | $3,350-41.7% |
| Admin fee / account holder | $151 | $656-77.0% | $5,479-97.2% | $521-71.1% |