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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-4418309 | Advisory (Participants) | $32,829 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Claims ... | $24,902 |
SIKICH LLP2 years Filed as: SIKICH, LLC Service code 12 · EIN 36-3168081 | Participant loan processing; Recordke... | $11,250 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,211 | $54,193+20.3% | $93,681-30.4% | $77,692-16.1% |
| Participation rate | 35.7% | 63.9%-28.2pp | 68.7%-33.0pp | 70.6%-34.9pp |
| Annual return | 13.34% | 30.54%-17.2pp | 133.47%-120.1pp | 31.25%-17.9pp |
| Employer contribution / active EE | $657 | $1,168-43.7% | $2,422-72.9% | $2,726-75.9% |
| Participant deferral / active EE | $2,628 | $3,144-16.4% | $4,415-40.5% | $4,648-43.5% |
| Admin fee / account holder | $385 | $576-33.1% | $8,290-95.4% | $431-10.6% |