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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,626 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $8,635 |
Filed as: PRIME PENSIONS, INC. Service code 16 · EIN 46-1224594 | Consulting | $5,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,410 | $65,557+2.8% | $64,085+5.2% | $71,476-5.7% |
| Participation rate | 78.0% | 73.2%+4.9pp | 72.3%+5.7pp | 67.9%+10.1pp |
| Annual return | 8.51% | 18.94%-10.4pp | 33.69%-25.2pp | 28.85%-20.3pp |
| Employer contribution / active EE | $14,787 | $2,669+454.1% | $2,747+438.2% | $2,589+471.2% |
| Participant deferral / active EE | $2,283 | $3,626-37.0% | $3,881-41.2% | $4,290-46.8% |
| Admin fee / account holder | $163 | $616-73.5% | $3,069-94.7% | $1,587-89.7% |