See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Plan Administrator... | $364,573 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $72,554 |
DECISIONHR, INC.4 years Service code 12 · EIN 59-3405686 | Claims processing; Participant loan p... | $25,810 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $13,390 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,944 | $42,127-40.8% | $84,966-70.6% | $106,382-76.6% |
| Participation rate | 13.6% | 36.6%-22.9pp | 67.5%-53.9pp | 69.9%-56.2pp |
| Annual return | 5.81% | 36.21%-30.4pp | 66.38%-60.6pp | 17.37%-11.6pp |
| Employer contribution / active EE | $211 | $825-74.4% | $2,727-92.3% | $3,364-93.7% |
| Participant deferral / active EE | $573 | $2,066-72.3% | $4,519-87.3% | $5,569-89.7% |
| Admin fee / account holder | $180 | $114+58.5% | $6,149-97.1% | $79+127.1% |