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 | $18,391 |
Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $5,679 |
MORNINGSTAR1 year 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,857 | $65,092-72.6% | $143,799-87.6% | $66,938-73.3% |
| Participation rate | 74.4% | 65.2%+9.2pp | 80.3%-5.9pp | 69.8%+4.6pp |
| Annual return | -15.34% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,001 | $2,362-57.6% | $4,952-79.8% | $2,545-60.7% |
| Participant deferral / active EE | $2,255 | $2,920-22.8% | $5,638-60.0% | $4,238-46.8% |
| Admin fee / account holder | $136 | $502-72.9% | $14,677-99.1% | $594-77.0% |