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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,156 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $21,058 |
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.)
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).
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 | $65,085 | $76,696-15.1% | $96,515-32.6% | $71,511-9.0% |
| Participation rate | 50.3% | 66.6%-16.3pp | 74.3%-24.0pp | 67.9%-17.6pp |
| Annual return | -18.09% | 48.32%-66.4pp | 35.73%-53.8pp | 28.86%-46.9pp |
| Employer contribution / active EE | $2,318 | $3,032-23.5% | $3,740-38.0% | $2,589-10.5% |
| Participant deferral / active EE | $4,434 | $3,770+17.6% | $4,880-9.1% | $4,291+3.3% |
| Admin fee / account holder | $416 | $2,030-79.5% | $6,735-93.8% | $1,588-73.8% |