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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $27,845 |
PMD ADVISORY8 years Service code 26 · EIN 45-5529898 | Advisory (Participants) | $17,573 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,381 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,465 | $79,013-42.5% | $100,391-54.7% | $74,495-39.0% |
| Participation rate | 25.3% | 79.5%-54.2pp | 81.5%-56.2pp | 67.2%-41.9pp |
| Annual return | 10.92% | 20.41%-9.5pp | 49.20%-38.3pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,098 | $7,760-85.9% | $8,082-86.4% | $4,346-74.7% |
| Admin fee / account holder | $487 | $1,320-63.1% | $7,899-93.8% | $1,942-74.9% |