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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Claims ... | $31,516 |
GBS RETIRE2 years Service code 27 · EIN 47-5300529 | Advisory (Plan) | $23,153 |
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Participant loan processing; Other fe... | $16,979 |
MATRIX TRUST COMPANY4+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,429 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,551 | $62,688-62.4% | $178,014-86.8% | $77,671-69.7% |
| Participation rate | 39.0% | 66.9%-27.9pp | 77.1%-38.1pp | 70.6%-31.6pp |
| Annual return | 17.56% | 16.16%+1.4pp | 294.80%-277.2pp | 31.21%-13.6pp |
| Employer contribution / active EE | $1,394 | $1,912-27.1% | $3,950-64.7% | $2,726-48.9% |
| Participant deferral / active EE | $1,852 | $4,224-56.1% | $6,276-70.5% | $4,648-60.1% |
| Admin fee / account holder | $202 | $386-47.6% | $10,362-98.0% | $430-53.0% |