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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Participant com... | $11,727 |
SPECTRA MANAGEMENT, LLC4 years Service code 26 · EIN 45-0518885 | Advisory (Participants) | $10,698 |
Service code 12 · EIN 82-1222973 | Direct payment from the plan; Other f... | $6,787 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $802 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,033 | $46,332-56.8% | $143,799-86.1% | $64,819-69.1% |
| Participation rate | 11.6% | 64.2%-52.7pp | 80.3%-68.7pp | 71.5%-59.9pp |
| Annual return | -18.16% | -10.05%-8.1pp | -0.04%-18.1pp | 32.84%-51.0pp |
| Employer contribution / active EE | $57 | $1,911-97.0% | $4,952-98.8% | $2,507-97.7% |
| Participant deferral / active EE | $652 | $2,647-75.4% | $5,638-88.4% | $4,311-84.9% |
| Admin fee / account holder | $221 | $154+43.4% | $14,677-98.5% | $188+17.5% |