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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $21,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,722 | $63,471-78.4% | $68,808-80.1% | $66,938-79.5% |
| Participation rate | 47.5% | 60.0%-12.5pp | 69.0%-21.5pp | 69.8%-22.3pp |
| Annual return | -17.76% | -8.29%-9.5pp | -6.37%-11.4pp | 1.58%-19.3pp |
| Employer contribution / active EE | $410 | $1,776-76.9% | $2,656-84.6% | $2,545-83.9% |
| Participant deferral / active EE | $1,349 | $2,946-54.2% | $3,942-65.8% | $4,238-68.2% |
| Admin fee / account holder | $155 | $578-73.2% | $4,936-96.9% | $594-73.9% |