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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Claims processi... | $14,018 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $448 |
MATRIX TRUST COMPANY1 year Service code 19 | Securities Custodian | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,339 | $84,499-85.4% | $125,391-90.2% | $66,949-81.6% |
| Participation rate | 87.2% | 76.4%+10.8pp | 82.4%+4.8pp | 69.8%+17.4pp |
| Annual return | 18.50% | -8.49%+27.0pp | 572.41%-553.9pp | 1.57%+16.9pp |
| Employer contribution / active EE | $2,901 | $3,554-18.4% | $4,816-39.8% | $2,545+14.0% |
| Participant deferral / active EE | $5,124 | $6,785-24.5% | $7,448-31.2% | $4,239+20.9% |
| Admin fee / account holder | $127 | $685-81.5% | $10,009-98.7% | $594-78.7% |