Filed June 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP3+ years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $8,500 |
TAX FAVORED BENEFITS, INC.2 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W 110TH ST SUITE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $7,410 |
AMERITAS LIFE INSURANCE CORP2 years 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 | $66,598 | $71,666-7.1% | $117,861-43.5% | $69,631-4.4% |
| Participation rate | 90.9% | 77.5%+13.4pp | 79.7%+11.2pp | 70.7%+20.2pp |
| Annual return | 106.71% | 18.86%+87.9pp | 335.11%-228.4pp | 27571.02%-27464.3pp |
| Employer contribution / active EE | $1,008 | $1,889-46.6% | $3,786-73.4% | $2,032-50.4% |
| Participant deferral / active EE | $2,610 | $3,340-21.8% | $4,482-41.8% | $3,224-19.0% |
| Admin fee / account holder | $53 | $120-55.6% | $8,021-99.3% | $110-51.7% |