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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $23,378 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $19,193 |
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 | $62,880 | $83,023-24.3% | $102,437-38.6% | $77,762-19.1% |
| Participation rate | 30.4% | 71.5%-41.1pp | 74.5%-44.1pp | 70.6%-40.2pp |
| Annual return | 15.72% | 19.12%-3.4pp | 24.95%-9.2pp | 31.27%-15.5pp |
| Employer contribution / active EE | $1,020 | $3,552-71.3% | $3,871-73.6% | $2,728-62.6% |
| Participant deferral / active EE | $2,328 | $4,110-43.4% | $5,060-54.0% | $4,651-49.9% |
| Admin fee / account holder | $297 | $639-53.5% | $8,388-96.5% | $433-31.3% |