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 | $17,761 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $7,200 |
MORNINGSTAR2 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,668 | $61,338-76.1% | $149,717-90.2% | $71,495-79.5% |
| Participation rate | 72.4% | 62.5%+9.9pp | 78.8%-6.4pp | 67.9%+4.5pp |
| Annual return | 13.86% | 35.86%-22.0pp | 134.41%-120.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $509 | $2,381-78.6% | $4,820-89.4% | $2,589-80.3% |
| Participant deferral / active EE | $2,152 | $2,919-26.3% | $5,682-62.1% | $4,291-49.9% |
| Admin fee / account holder | $109 | $1,263-91.4% | $13,213-99.2% | $1,588-93.1% |