Filed March 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTHEQUITY RETIREMENT SERVICES, L Service code 12 · EIN 82-1222973 | Claims processing; Investment advisor... | $18,311 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Direct payment from the plan; Contrac... | $12,068 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,020 | $89,123-38.3% | $102,460-46.3% | $77,762-29.2% |
| Participation rate | 24.0% | 80.9%-57.0pp | 76.5%-52.5pp | 70.6%-46.6pp |
| Annual return | 12.35% | 25.05%-12.7pp | 29.47%-17.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $648 | $2,700-76.0% | $3,025-78.6% | $2,728-76.3% |
| Participant deferral / active EE | $1,269 | $5,148-75.3% | $5,056-74.9% | $4,651-72.7% |
| Admin fee / account holder | $221 | $236-6.3% | $9,460-97.7% | $433-49.0% |