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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $9,677 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,270 | $29,569-88.9% | $56,077-94.2% | $77,714-95.8% |
| Participation rate | 36.1% | 32.6%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 13.17% | 18.90%-5.7pp | 1709.28%-1696.1pp | 31.26%-18.1pp |
| Employer contribution / active EE | $103 | $569-81.9% | $1,040-90.1% | $2,727-96.2% |
| Participant deferral / active EE | $466 | $1,061-56.1% | $1,954-76.2% | $4,649-90.0% |
| Admin fee / account holder | $59 | $1,042-94.3% | $2,825-97.9% | $433-86.3% |