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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3 years Service code 15 · EIN 48-0477525 | Recordkeeping | $7,285 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,506 | $28,109-80.4% | $71,089-92.3% | $56,289-90.2% |
| Participation rate | 47.7% | 40.4%+7.3pp | 54.6%-7.0pp | 69.9%-22.2pp |
| Annual return | -6.98% | -615.05%+608.1pp | 650.65%-657.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $522 | $558-6.4% | $1,088-52.0% | $2,111-75.3% |
| Participant deferral / active EE | $589 | $1,116-47.2% | $1,873-68.6% | $3,350-82.4% |
| Admin fee / account holder | $62 | $585-89.5% | $3,082-98.0% | $521-88.2% |