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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 15 · EIN 84-4383499 | Recordkeeping | $9,293 |
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,271 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,599 | $179,444-96.9% | $53,647-89.6% | - |
| Participation rate | 90.8% | 59.5%+31.3pp | 56.3%+34.5pp | - |
| Annual return | 20.77% | 15.96%+4.8pp | 358.33%-337.6pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $962-100.0% | - |
| Participant deferral / active EE | $1,668 | $3,588-53.5% | $1,813-8.0% | - |
| Admin fee / account holder | $72 | $21,474-99.7% | $2,460-97.1% | - |