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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Participant loan processing; Contract... | $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 | $55,458-75.2% | $76,030-81.9% | $77,762-82.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 12.72% | 17.10%-4.4pp | 361.54%-348.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $4,848 | $1,792+170.5% | $2,688+80.4% | $2,728+77.7% |
| Participant deferral / active EE | $2,333 | $3,454-32.5% | $4,257-45.2% | $4,651-49.8% |
| Admin fee / account holder | $64 | $411-84.5% | $6,421-99.0% | $433-85.3% |