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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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,789 | $54,517+9.7% | $75,972-21.3% | $74,495-19.7% |
| Participation rate | 66.4% | 60.3%+6.0pp | 69.1%-2.7pp | 67.2%-0.8pp |
| Annual return | 13.48% | 31.82%-18.3pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,779 | $1,777+0.1% | $2,685-33.7% | $2,623-32.2% |
| Participant deferral / active EE | $3,722 | $3,066+21.4% | $4,255-12.5% | $4,346-14.4% |
| Admin fee / account holder | $458 | $2,229-79.4% | $6,467-92.9% | $1,942-76.4% |