Filed February 20, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68501 | Recordkeeping | $68,256 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,865 |
TAX FAVORED BENEFITS, INC.3 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $6,300 |
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 | $116,746 | $81,494+43.3% | $133,978-12.9% | $73,497+58.8% |
| Participation rate | 91.0% | 76.4%+14.6pp | 79.8%+11.2pp | 70.7%+20.3pp |
| Annual return | 11.66% | 19.40%-7.7pp | 45.10%-33.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $697 | $2,210-68.5% | $3,919-82.2% | $2,270-69.3% |
| Participant deferral / active EE | $5,068 | $3,787+33.8% | $5,047+0.4% | $3,740+35.5% |
| Admin fee / account holder | $269 | $713-62.3% | $8,930-97.0% | $513-47.6% |