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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,503 |
Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $9,567 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,296 | $49,451+7.8% | $79,580-33.0% | $66,938-20.4% |
| Participation rate | 47.1% | 61.3%-14.2pp | 69.5%-22.4pp | 69.8%-22.7pp |
| Annual return | -12.58% | 84.25%-96.8pp | 0.15%-12.7pp | 1.58%-14.2pp |
| Employer contribution / active EE | $823 | $1,266-35.0% | $2,413-65.9% | $2,545-67.7% |
| Participant deferral / active EE | $2,441 | $3,159-22.7% | $3,985-38.8% | $4,238-42.4% |
| Admin fee / account holder | $444 | $595-25.4% | $6,835-93.5% | $594-25.2% |