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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $37,500 |
BKD, LLP5 years Filed as: LAPORTE Service code 10 · EIN 72-1088864 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,911 | $104,336+135.7% | $159,455+54.2% | $86,813+183.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 15.56% | 26.32%-10.8pp | 263.63%-248.1pp | 97.93%-82.4pp |
| Employer contribution / active EE | $5,056 | $3,451+46.5% | $4,830+4.7% | $2,406+110.1% |
| Participant deferral / active EE | $12,233 | $6,837+78.9% | $7,353+66.4% | $4,131+196.1% |
| Admin fee / account holder | $14 | $172-91.7% | $10,800-99.9% | $170-91.6% |