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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Other services; Participant communica... | $29,383 |
PMD ADVISORY6 years Service code 26 · EIN 45-5529898 | Advisory (Participants) | $17,513 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,455 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,616 | $64,612-54.2% | $86,438-65.7% | $64,819-54.3% |
| Participation rate | 31.0% | 81.5%-50.5pp | 80.3%-49.3pp | 71.5%-40.5pp |
| Annual return | -15.42% | 0.66%-16.1pp | 4397.19%-4412.6pp | 32.84%-48.3pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,247 | $7,497-83.4% | $6,952-82.1% | $4,311-71.1% |
| Admin fee / account holder | $322 | $169+90.7% | $6,733-95.2% | $188+71.6% |