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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $16,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,921 | $44,425-73.2% | $67,834-82.4% | $55,167-78.4% |
| Participation rate | 34.9% | 59.7%-24.8pp | 68.8%-33.9pp | 69.0%-34.0pp |
| Annual return | 5.42% | 17.80%-12.4pp | 138.47%-133.1pp | 169.23%-163.8pp |
| Employer contribution / active EE | $252 | $1,351-81.3% | $2,403-89.5% | $1,963-87.1% |
| Participant deferral / active EE | $794 | $2,166-63.4% | $3,160-74.9% | $3,054-74.0% |
| Admin fee / account holder | $207 | $530-61.0% | $4,622-95.5% | $504-59.0% |