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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Consu... | $92,234 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $30,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,312 |
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.
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 | $42,983 | $53,204-19.2% | $155,556-72.4% | $200,096-78.5% |
| Participation rate | 12.3% | 64.1%-51.8pp | 78.2%-65.9pp | 72.0%-59.7pp |
| Annual return | 11.81% | 41.02%-29.2pp | 64.84%-53.0pp | 34.26%-22.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $612 | $3,163-80.7% | $5,631-89.1% | $5,090-88.0% |
| Admin fee / account holder | $185 | $186-0.2% | $15,885-98.8% | $269-31.2% |