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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,267 |
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $34,273 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,736 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6872063 | Indirect Investment Fees | $0 |
BUFFALO FUNDS2 years Filed as: BUFFALO Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $215,830 | $73,102+195.2% | $123,553+74.7% | $56,289+283.4% |
| Participation rate | 98.0% | 74.3%+23.7pp | 82.3%+15.7pp | 69.9%+28.2pp |
| Annual return | -2.44% | 3.01%-5.4pp | 119.21%-121.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $8,907 | $2,977+199.2% | $4,628+92.4% | $2,111+321.9% |
| Participant deferral / active EE | $8,726 | $5,423+60.9% | $6,426+35.8% | $3,350+160.5% |
| Admin fee / account holder | $181 | $554-67.3% | $9,284-98.0% | $521-65.2% |