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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 46-4947590 | Advisory (Participants) | $23,706 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Contract Administr... | $15,972 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,874 | $62,688-55.5% | $178,014-84.3% | $77,671-64.1% |
| Participation rate | 46.3% | 66.9%-20.6pp | 77.1%-30.8pp | 70.6%-24.3pp |
| Annual return | 14.96% | 16.16%-1.2pp | 294.80%-279.8pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,217 | $1,912-36.3% | $3,950-69.2% | $2,726-55.4% |
| Participant deferral / active EE | $2,527 | $4,224-40.2% | $6,276-59.7% | $4,648-45.6% |
| Admin fee / account holder | $218 | $386-43.5% | $10,362-97.9% | $430-49.3% |