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| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.3 years Service code 13 · EIN 48-0477525 | Contract Administrator | $13,817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $4,514 | $52,293-91.4% | $178,498-97.5% | $73,412-93.9% |
| Participation rate | 77.6% | 65.3%+12.3pp | 81.9%-4.3pp | 72.2%+5.4pp |
| Annual return | 19.91% | 34.75%-14.8pp | 151.09%-131.2pp | 59.30%-39.4pp |
| Employer contribution / active EE | $235 | $1,735-86.5% | $5,011-95.3% | $2,234-89.5% |
| Participant deferral / active EE | $1,021 | $2,332-56.2% | $5,202-80.4% | $3,806-73.2% |
| Admin fee / account holder | $55 | $127-57.0% | $13,985-99.6% | $158-65.3% |