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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $92,222 |
TAX FAVORED BENEFITS, INC.6 years Service code 15 · EIN 48-0912395 | Recordkeeping | $5,325 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,865 |
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS INVESTMENT CORP Service code 22 | Insurance Broker | $0 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,789 | $54,679+9.3% | $76,119-21.5% | $74,459-19.7% |
| Participation rate | 66.4% | 60.3%+6.0pp | 69.1%-2.7pp | 67.2%-0.9pp |
| Annual return | 13.48% | 31.90%-18.4pp | 361.25%-347.8pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,779 | $1,781-0.1% | $2,693-33.9% | $2,626-32.2% |
| Participant deferral / active EE | $3,722 | $3,072+21.2% | $4,259-12.6% | $4,350-14.4% |
| Admin fee / account holder | $458 | $2,238-79.5% | $6,421-92.9% | $1,945-76.4% |