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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Service code 12 · EIN 47-0098400 | Plan Administrator; Participant commu... | $56,715 |
Service code 12 · EIN 93-2789379 | Participant loan processing; Named fi... | $42,966 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,200 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON FIDUCIARY, AN OFFERING BY CREA Service code 27 · EIN 43-1270780 | Advisory (Plan) | $6,761 |
CHARLES SCHWAB & CO., INC.2+ years 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 | $51,104 | $129,227-60.5% | $184,260-72.3% | $77,736-34.3% |
| Participation rate | 69.7% | 87.4%-17.6pp | 86.8%-17.1pp | 70.6%-0.9pp |
| Annual return | 15.72% | 33.24%-17.5pp | 28.84%-13.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $909 | $4,412-79.4% | $6,427-85.9% | $2,728-66.7% |
| Participant deferral / active EE | $5,390 | $7,307-26.2% | $9,133-41.0% | $4,651+15.9% |
| Admin fee / account holder | $197 | $256-22.9% | $13,898-98.6% | $433-54.5% |