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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $21,630 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT COMPANY Service code 26 · EIN 47-0663374 | Advisory (Participants) | $0 |
Filed as: CAMBRIDGE INVESTMENTS Service code 26 · EIN 59-3331424 | Advisory (Participants) | $0 |
HDQ WEALTH, LLC2 years Service code 26 · EIN 84-3440970 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
Filed as: SOUDERS FINANCIAL ADVISORS, LLC. Service code 26 · EIN 85-4516448 | Advisory (Participants) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,034 | $95,918-61.4% | $151,611-75.6% | $77,904-52.5% |
| Participation rate | 67.7% | 88.7%-21.0pp | 87.5%-19.8pp | 73.7%-6.0pp |
| Annual return | -12.47% | -5.50%-7.0pp | 3.33%-15.8pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,642 | $4,330-62.1% | $6,166-73.4% | $2,848-42.3% |
| Participant deferral / active EE | $5,127 | $7,508-31.7% | $8,363-38.7% | $4,806+6.7% |
| Admin fee / account holder | $167 | $93+78.9% | $11,616-98.6% | $133+25.9% |