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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1005 CONVENTION PLAZA · ST LOUIS, MO 63101 | Other Fees | $244,216 |
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $69,644 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $44,024 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 22 6300 BRIDGE PONT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Insurance Broker | $3,520 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $262,251-100.0% | $250,986-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 50.6%-50.6pp | 55.9%-55.9pp |
| Annual return | 5.44% | 34.49%-29.0pp | 32.33%-26.9pp | 24.44%-19.0pp |
| Employer contribution / active EE | $66,667 | $35,997+85.2% | $33,956+96.3% | $41,344+61.2% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |