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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $9,713 |
HEARNE & ASSOCIATES1+ years Service code 10 · EIN 36-4050248 | Accounting | $8,015 |
VAUGHN FINANCIAL SERVICES1+ years Service code 26 · EIN 26-2852104 | Advisory (Participants) | $1,511 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 13 · EIN 47-0098400 | Contract Administrator | $672 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,277 | $54,320-66.4% | $67,652-73.0% | $52,331-65.1% |
| Participation rate | 96.6% | 73.6%+23.0pp | 75.7%+20.9pp | 68.1%+28.5pp |
| Annual return | -2.05% | 6.81%-8.9pp | 6625.40%-6627.4pp | 4.54%-6.6pp |
| Employer contribution / active EE | $437 | $1,544-71.7% | $2,266-80.7% | $1,882-76.8% |
| Participant deferral / active EE | $1,529 | $2,950-48.2% | $3,560-57.1% | $3,022-49.4% |
| Admin fee / account holder | $143 | $527-72.8% | $4,821-97.0% | $592-75.8% |