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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Contr... | $66,533 |
BKS RETIREMENT SERVICES2+ years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 26 · EIN 84-1921272 | Advisory (Participants) | $49,411 |
EVOLVEHR V, INC.1 year Service code 12 · EIN 45-4287502 | Recordkeeping and information managem... | $10,153 |
JASON F CLAUSEN PC1 year Filed as: JASON F. CLAUSEN, P.C. Service code 10 · EIN 27-4097479 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,625 |
LPL FINANCIAL1 year Service code 26 · EIN 04-3046611 | Advisory (Participants) | $5,235 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,528 | $45,031+69.9% | $85,009-10.0% | $77,671-1.5% |
| Participation rate | 67.8% | 48.7%+19.1pp | 67.5%+0.3pp | 70.6%-2.8pp |
| Annual return | 49.51% | 79.22%-29.7pp | 66.47%-17.0pp | 31.21%+18.3pp |
| Employer contribution / active EE | $1,804 | $1,609+12.1% | $2,728-33.9% | $2,726-33.8% |
| Participant deferral / active EE | $3,619 | $2,807+28.9% | $4,522-20.0% | $4,648-22.1% |
| Admin fee / account holder | $281 | $912-69.2% | $6,153-95.4% | $430-34.8% |