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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $36,246 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Direct paym... | $21,911 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Account maintenanc... | $5,133 |
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 | $79,021 | $59,535+32.7% | $90,161-12.4% | $62,293+26.9% |
| Participation rate | 92.5% | 73.0%+19.4pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 22.34% | 23.53%-1.2pp | 34.89%-12.5pp | 28.90%-6.6pp |
| Employer contribution / active EE | $972 | $1,826-46.7% | $3,318-70.7% | $2,042-52.4% |
| Participant deferral / active EE | $6,481 | $4,639+39.7% | $5,287+22.6% | $3,169+104.5% |
| Admin fee / account holder | $229 | $337-32.1% | $5,943-96.2% | $479-52.3% |