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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $40,989 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $20,634 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,583 | $67,594+13.3% | $77,361-1.0% | $69,733+9.8% |
| Participation rate | 89.0% | 71.7%+17.3pp | 75.0%+14.1pp | 62.5%+26.6pp |
| Annual return | 9.00% | 19.20%-10.2pp | 1011.54%-1002.5pp | 15.22%-6.2pp |
| Employer contribution / active EE | $837 | $2,649-68.4% | $2,990-72.0% | $2,250-62.8% |
| Participant deferral / active EE | $2,836 | $3,401-16.6% | $3,911-27.5% | $3,054-7.2% |
| Admin fee / account holder | $336 | $1,159-71.0% | $5,894-94.3% | $3,102-89.2% |