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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $88,430 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $12,929 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $12,929 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-2778701 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,023 | $35,366-51.9% | $90,645-81.2% | $75,289-77.4% |
| Participation rate | 77.0% | 57.3%+19.7pp | 74.0%+2.9pp | 72.4%+4.5pp |
| Annual return | -4.12% | -2.19%-1.9pp | 1.88%-6.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $189 | $916-79.4% | $2,532-92.5% | $2,405-92.1% |
| Participant deferral / active EE | $950 | $1,998-52.5% | $3,425-72.3% | $3,739-74.6% |
| Admin fee / account holder | $56 | $59-5.6% | $4,994-98.9% | $102-45.6% |