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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 26 · EIN 59-2937883 | Advisory (Participants) | $13,268 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Recordkeeping a... | $10,293 |
HEALTHEQUITY RETIREMENT SERVICES2+ years Service code 12 · EIN 82-1222973 | Direct payment from the plan; Claims ... | $7,134 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $796 |
MATRIX TRUST COMPANY2+ years Service code 19 | Securities Custodian | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,300 | $84,493-78.3% | $125,381-85.4% | $66,938-72.7% |
| Participation rate | 51.4% | 76.4%-25.0pp | 82.4%-31.0pp | 69.8%-18.4pp |
| Annual return | -15.67% | -8.49%-7.2pp | 572.31%-588.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $975 | $3,554-72.6% | $4,815-79.8% | $2,545-61.7% |
| Participant deferral / active EE | $3,567 | $6,783-47.4% | $7,448-52.1% | $4,238-15.8% |
| Admin fee / account holder | $226 | $685-67.1% | $10,007-97.7% | $594-62.0% |