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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 16 · EIN 47-0663374 | Consulting | $52,500 |
BKD, LLP1 year Filed as: LAPORTE, A PROFESSIONAL ACCT CORP Service code 10 · EIN 72-1088864 | Accounting | $14,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,378 |
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 | $159,825 | $75,388+112.0% | $123,553+29.4% | $55,725+186.8% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.3%+15.7pp | 70.9%+27.2pp |
| Annual return | -3.94% | 4.48%-8.4pp | 119.21%-123.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,116 | $3,063+1.7% | $4,628-32.7% | $2,078+50.0% |
| Participant deferral / active EE | $9,897 | $5,651+75.2% | $6,426+54.0% | $3,356+195.0% |
| Admin fee / account holder | $80 | $120-32.9% | $9,284-99.1% | $115-30.2% |