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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Direct paymen... | $22,719 |
Service code 26 · EIN 58-2608124 | Advisory (Participants) | $10,459 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,275 | $34,634-73.2% | $77,100-88.0% | $64,824-85.7% |
| Participation rate | 63.7% | 49.8%+13.8pp | 67.9%-4.3pp | 71.5%-7.8pp |
| Annual return | -16.96% | -5.31%-11.6pp | 42.35%-59.3pp | 32.84%-49.8pp |
| Employer contribution / active EE | $751 | $1,385-45.7% | $2,815-73.3% | $2,507-70.0% |
| Participant deferral / active EE | $1,015 | $2,553-60.2% | $4,430-77.1% | $4,311-76.4% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |