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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 27 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,246 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $25,415 |
TAX FAVORED BENEFITS, INC.5+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $450 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $211 |
PKS & COMPANY, PA1 year Filed as: PKS & COMPANY, P.A. Service code 10 · EIN 52-1224986 1801 SWEETBAY DRIVE · SALISBURY, MD 21804 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,719 | $48,471+50.0% | $182,532-60.2% | $67,579+7.6% |
| Participation rate | 91.1% | 67.2%+23.9pp | 78.0%+13.1pp | 71.3%+19.8pp |
| Annual return | 19.14% | 31.08%-11.9pp | 148.54%-129.4pp | 378.56%-359.4pp |
| Employer contribution / active EE | $1,261 | $1,461-13.7% | $4,076-69.1% | $2,148-41.3% |
| Participant deferral / active EE | $3,266 | $3,324-1.7% | $5,524-40.9% | $3,539-7.7% |
| Admin fee / account holder | $209 | $151+38.2% | $8,592-97.6% | $142+46.9% |