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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Participant loan processing; Recordke... | $1,061,596 |
Filed as: PRESTIGE EMPLOYEE ADMINISTRATORS, I Service code 12 · EIN 11-3448580 | Other fees; Recordkeeping and informa... | $104,617 |
IHT WEALTH MANAGEMENT LLC4 years Service code 33 · EIN 32-8764791 | Direct payment from the plan; Securit... | $95,589 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL STATEMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $74,894 |
SIGNATURE ESTATE & INVESTMENT10+ years Filed as: SIGNATURE SECURITIES GROUP Service code 27 · EIN 13-4120476 | Advisory (Plan) | $38,498 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $36,944 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 33 · EIN 04-3046611 | Direct payment from the plan; Securit... | $12,554 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 33 · EIN 13-4071393 | Direct payment from the plan; Securit... | $9,928 |
Service code 33 · EIN 27-3463733 | Securities brokerage commissions and ... | $1,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $100,139-100.0% | $85,187-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -105.76% | 84.15%-189.9pp | 66.67%-172.4pp | 551.85%-657.6pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |