Filed November 12, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $49,855 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $24,415 |
TAX FAVORED BENEFITS, INC.8+ years Service code 13 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Contract Administrator | $11,365 |
MIZE HOUSER & COMPANY2 years Filed as: MIZE, CPAS Service code 10 534 S KANSAS AVE STE 700 · TOPEKA, KS 66603 | Accounting | $11,000 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,518 | $81,908-10.2% | $90,749-19.0% | $64,808+13.4% |
| Participation rate | 83.8% | 80.5%+3.3pp | 75.7%+8.1pp | 71.5%+12.3pp |
| Annual return | -16.88% | -12.53%-4.3pp | -12.16%-4.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,045 | $3,065-33.3% | $2,921-30.0% | $2,506-18.4% |
| Participant deferral / active EE | $4,843 | $4,840+0.1% | $4,564+6.1% | $4,310+12.4% |
| Admin fee / account holder | $281 | $157+78.9% | $8,445-96.7% | $188+49.7% |