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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 55 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Other Commissions | $30,000 |
RADCLIFFE CORPORATE SERVICES3+ years Service code 10 870 HIGH ST · CHESTERTOWN, MD 21620 | Accounting | $9,020 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,491 |
TAX FAVORED BENEFITS, INC.3+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $900 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 55 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,005 | $52,639+50.1% | $185,117-57.3% | $62,293+26.8% |
| Participation rate | 98.8% | 63.9%+34.9pp | 77.3%+21.5pp | 69.5%+29.2pp |
| Annual return | 15.43% | 19.57%-4.1pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,489 | $1,483+0.4% | $4,182-64.4% | $2,042-27.1% |
| Participant deferral / active EE | $3,371 | $3,097+8.8% | $5,045-33.2% | $3,169+6.4% |
| Admin fee / account holder | $131 | $374-64.9% | $8,159-98.4% | $479-72.7% |