Filed June 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BKD, LLP4+ years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $7,500 |
TAX FAVORED BENEFITS, INC.3 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W 110TH ST SUITE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $6,570 |
AMERITAS LIFE INSURANCE CORP3 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 | $57,204 | $62,267-8.1% | $110,243-48.1% | $55,725+2.7% |
| Participation rate | 92.0% | 78.1%+13.8pp | 79.8%+12.1pp | 70.9%+21.1pp |
| Annual return | -3.43% | -1.07%-2.4pp | 314.76%-318.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,262 | $1,941-35.0% | $3,827-67.0% | $2,078-39.3% |
| Participant deferral / active EE | $3,140 | $3,516-10.7% | $4,672-32.8% | $3,356-6.4% |
| Admin fee / account holder | $42 | $121-65.6% | $8,548-99.5% | $115-63.9% |