Filed March 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 82-1222973 | Plan Administrator; Claims processing... | $12,527 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping and information managem... | $10,231 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $1,626 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,825 | $72,303-49.1% | $86,698-57.5% | $64,819-43.2% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.6%-35.4pp | 71.5%-30.3pp |
| Annual return | -16.95% | 392.77%-409.7pp | 35.95%-52.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,022 | $2,393-57.3% | $2,837-64.0% | $2,507-59.2% |
| Participant deferral / active EE | $2,007 | $4,660-56.9% | $4,656-56.9% | $4,311-53.4% |
| Admin fee / account holder | $181 | $174+3.8% | $7,493-97.6% | $188-3.8% |