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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Claims processing; Recordkeeping and ... | $12,322 |
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $5,324 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $1,737 |
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.
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 | $40,310 | $84,493-52.3% | $125,381-67.8% | $66,938-39.8% |
| Participation rate | 35.4% | 76.4%-41.0pp | 82.4%-47.0pp | 69.8%-34.4pp |
| Annual return | -13.69% | -8.49%-5.2pp | 572.31%-586.0pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,655 | $6,783-60.9% | $7,448-64.4% | $4,238-37.4% |
| Admin fee / account holder | $211 | $685-69.2% | $10,007-97.9% | $594-64.5% |