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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $67,201 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,405 |
TAX FAVORED BENEFITS, INC.2 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $20,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,350 | $84,487-49.9% | $125,358-66.2% | $66,923-36.7% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -12.82% | -8.39%-4.4pp | 572.03%-584.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,524 | $3,553-57.1% | $4,814-68.3% | $2,545-40.1% |
| Participant deferral / active EE | $12,284 | $6,781+81.2% | $7,447+65.0% | $4,237+189.9% |
| Admin fee / account holder | $303 | $685-55.7% | $10,007-97.0% | $593-48.9% |