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| Provider | Service type | Compensation |
|---|---|---|
INVST3+ years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $39,648 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Other... | $19,489 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,682 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,879 | $89,465-36.4% | $165,071-65.5% | $77,736-26.8% |
| Participation rate | 63.8% | 78.6%-14.8pp | 78.6%-14.8pp | 70.6%-6.7pp |
| Annual return | 17.99% | 28.86%-10.9pp | 70.17%-52.2pp | 31.26%-13.3pp |
| Employer contribution / active EE | $621 | $2,565-75.8% | $4,347-85.7% | $2,728-77.3% |
| Participant deferral / active EE | $3,124 | $4,904-36.3% | $6,035-48.2% | $4,651-32.8% |
| Admin fee / account holder | $274 | $340-19.5% | $12,695-97.8% | $433-36.9% |