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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $30,000 |
BKD, LLP7 years Filed as: LAPORTE Service code 26 · EIN 72-1088864 | Advisory (Participants) | $10,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,524 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,635 | $95,417+97.7% | $135,974+38.7% | $74,460+153.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.95% | 32.76%-12.8pp | 68.30%-48.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,540 | $3,878+42.9% | $4,859+14.0% | $2,638+110.0% |
| Participant deferral / active EE | $14,036 | $7,789+80.2% | $7,760+80.9% | $4,530+209.9% |
| Admin fee / account holder | $22 | $266-91.6% | $10,767-99.8% | $348-93.6% |