Filed August 9, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $17,436 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $12,808 |
ATTEBERRY/SEARLE, INC.4+ years Filed as: ATTEBERRY/SEARLE, INCORPORATED Service code 13 · EIN 68-0082549 1010 HURLEY WAY, SUITE 205 · SACRAMENTO, CA 95825 | Contract Administrator | $12,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,602 | $45,825+45.3% | $90,655-26.5% | $56,287+18.3% |
| Participation rate | 52.7% | 66.7%-14.0pp | 74.0%-21.3pp | 69.9%-17.2pp |
| Annual return | -5.73% | 38.64%-44.4pp | 1.89%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $539 | $1,372-60.7% | $2,532-78.7% | $2,111-74.5% |
| Participant deferral / active EE | $2,746 | $2,562+7.2% | $3,425-19.8% | $3,350-18.0% |
| Admin fee / account holder | $204 | $413-50.7% | $4,994-95.9% | $521-60.9% |