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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $11,922 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,964 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,759 | $55,441-75.2% | $76,002-81.9% | $77,671-82.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 12.72% | 17.08%-4.4pp | 360.07%-347.4pp | 31.21%-18.5pp |
| Employer contribution / active EE | $4,848 | $1,789+170.9% | $2,688+80.3% | $2,726+77.8% |
| Participant deferral / active EE | $2,333 | $3,451-32.4% | $4,257-45.2% | $4,648-49.8% |
| Admin fee / account holder | $64 | $407-84.4% | $6,414-99.0% | $430-85.2% |