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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.9+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $24,191 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,306 | $49,693-57.1% | $70,544-69.8% | $74,460-71.4% |
| Participation rate | 37.0% | 64.7%-27.6pp | 68.4%-31.3pp | 70.7%-33.7pp |
| Annual return | 74.34% | 21.22%+53.1pp | 32.79%+41.5pp | 34.38%+40.0pp |
| Employer contribution / active EE | $432 | $1,773-75.6% | $2,976-85.5% | $2,638-83.6% |
| Participant deferral / active EE | $1,078 | $3,376-68.1% | $4,568-76.4% | $4,530-76.2% |
| Admin fee / account holder | $168 | $316-46.8% | $6,427-97.4% | $348-51.7% |