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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.10+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $69,465 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,675 | $50,919-12.3% | $155,556-71.3% | $77,762-42.5% |
| Participation rate | 53.3% | 63.1%-9.8pp | 78.2%-24.9pp | 70.6%-17.3pp |
| Annual return | 13.49% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.8pp |
| Employer contribution / active EE | $148 | $1,991-92.6% | $4,675-96.8% | $2,728-94.6% |
| Participant deferral / active EE | $1,666 | $2,824-41.0% | $5,631-70.4% | $4,651-64.2% |
| Admin fee / account holder | $184 | $437-57.9% | $15,885-98.8% | $433-57.5% |