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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $6,773 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $355 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,758 | $44,714-44.6% | $91,225-72.9% | $66,938-63.0% |
| Participation rate | 29.8% | 65.0%-35.2pp | 73.2%-43.4pp | 69.8%-40.0pp |
| Annual return | -10.05% | -12.25%+2.2pp | 114.12%-124.2pp | 1.58%-11.6pp |
| Employer contribution / active EE | $426 | $1,710-75.1% | $2,851-85.1% | $2,545-83.3% |
| Participant deferral / active EE | $1,424 | $3,355-57.5% | $4,233-66.4% | $4,238-66.4% |
| Admin fee / account holder | $140 | $521-73.2% | $5,422-97.4% | $594-76.5% |