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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.5+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $8,731 |
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 | $20,672 | $63,114-67.2% | $92,909-77.8% | $65,185-68.3% |
| Participation rate | 69.8% | 68.8%+1.0pp | 76.0%-6.2pp | 70.2%-0.4pp |
| Annual return | 22.04% | 28.75%-6.7pp | 109.44%-87.4pp | 29.38%-7.3pp |
| Employer contribution / active EE | $185 | $2,571-92.8% | $3,653-94.9% | $2,177-91.5% |
| Participant deferral / active EE | $2,173 | $3,108-30.1% | $4,238-48.7% | $3,514-38.2% |
| Admin fee / account holder | $36 | $624-94.2% | $5,795-99.4% | $847-95.7% |