Filed June 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W 110TH ST SUITE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $3,800 |
Filed as: AMERITAS LIFE INSURANCE CO. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 | $51,318 | $63,924-19.7% | $108,582-52.7% | $55,167-7.0% |
| Participation rate | 90.0% | 74.3%+15.7pp | 79.6%+10.4pp | 69.0%+21.0pp |
| Annual return | 25.66% | 15.31%+10.4pp | -51.70%+77.4pp | 169.23%-143.6pp |
| Employer contribution / active EE | $1,102 | $1,879-41.3% | $3,758-70.7% | $1,963-43.8% |
| Participant deferral / active EE | $2,827 | $3,067-7.8% | $4,311-34.4% | $3,054-7.4% |
| Admin fee / account holder | $21 | $618-96.6% | $7,645-99.7% | $504-95.8% |