Filed June 7, 2021 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $188,968 |
Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $50,629 |
Service code 27 · EIN 48-0912395 | Advisory (Plan) | $24,306 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
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 | $38,414 | $45,382-15.4% | $154,108-75.1% | $75,289-49.0% |
| Participation rate | 97.8% | 65.9%+31.9pp | 83.0%+14.8pp | 72.4%+25.4pp |
| Annual return | -4.67% | -0.47%-4.2pp | 735.21%-739.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,041 | $1,533+33.2% | $5,298-61.5% | $2,405-15.1% |
| Participant deferral / active EE | $3,436 | $2,384+44.1% | $5,081-32.4% | $3,739-8.1% |
| Admin fee / account holder | $189 | $89+111.7% | $13,411-98.6% | $102+84.8% |