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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $17,215 |
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).
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 | $12,670 | $46,297-72.6% | $71,671-82.3% | $62,293-79.7% |
| Participation rate | 38.1% | 60.6%-22.6pp | 68.7%-30.7pp | 69.5%-31.4pp |
| Annual return | 14.08% | 22.32%-8.2pp | 20.65%-6.6pp | 28.90%-14.8pp |
| Employer contribution / active EE | $302 | $1,412-78.6% | $2,460-87.7% | $2,042-85.2% |
| Participant deferral / active EE | $909 | $2,235-59.3% | $3,438-73.6% | $3,169-71.3% |
| Admin fee / account holder | $199 | $461-56.8% | $5,558-96.4% | $479-58.5% |