Filed August 4, 2021 (most recent of 2 filings on file)
Total covered: 30 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,857 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $6,667 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,208 | $55,437-76.2% | $155,534-91.5% | $74,459-82.3% |
| Participation rate | 75.6% | 61.9%+13.7pp | 78.2%-2.6pp | 67.2%+8.4pp |
| Annual return | 9.05% | 269.58%-260.5pp | 64.92%-55.9pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $501 | $2,266-77.9% | $4,675-89.3% | $2,626-80.9% |
| Participant deferral / active EE | $1,896 | $2,837-33.2% | $5,630-66.3% | $4,350-56.4% |
| Admin fee / account holder | $98 | $1,742-94.4% | $15,900-99.4% | $1,945-95.0% |