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| Provider | Service type | Compensation |
|---|---|---|
HOROWITZ & ULLMANN, P.C.1+ years Service code 10 · EIN 13-2744858 | Accounting | $26,800 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,706 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 33 · EIN 47-0663374 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,440 | $51,244+96.0% | $80,977+24.0% | $55,167+82.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 0.77% | 17.39%-16.6pp | 17.11%-16.3pp | 169.23%-168.5pp |
| Employer contribution / active EE | $2,845 | $1,770+60.7% | $3,715-23.4% | $1,963+44.9% |
| Participant deferral / active EE | $515 | $4,418-88.3% | $5,696-91.0% | $3,054-83.1% |
| Admin fee / account holder | $111 | $398-72.1% | $5,517-98.0% | $504-78.0% |