Filed March 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TAX FAVORED BENEFITS, INC.2 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $4,450 |
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,790 | $52,967-83.4% | $172,753-94.9% | $65,186-86.5% |
| Participation rate | 91.5% | 66.2%+25.4pp | 82.6%+8.9pp | 70.2%+21.3pp |
| Annual return | 19.18% | 30.12%-10.9pp | 803.00%-783.8pp | 29.39%-10.2pp |
| Employer contribution / active EE | $3,400 | $2,190+55.2% | $5,144-33.9% | $2,177+56.2% |
| Participant deferral / active EE | $1,366 | $2,471-44.7% | $5,198-73.7% | $3,514-61.1% |
| Admin fee / account holder | $25 | $472-94.7% | $13,956-99.8% | $847-97.1% |