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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $34,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,994 |
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 | $69,339 | $69,774-0.6% | $67,575+2.6% | $74,459-6.9% |
| Participation rate | 89.0% | 71.4%+17.6pp | 72.9%+16.1pp | 67.2%+21.8pp |
| Annual return | 10.86% | -40.53%+51.4pp | 3528.98%-3518.1pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $4,171 | $2,710+53.9% | $2,736+52.5% | $2,626+58.8% |
| Participant deferral / active EE | $2,530 | $3,636-30.4% | $4,003-36.8% | $4,350-41.8% |
| Admin fee / account holder | $242 | $890-72.8% | $3,993-93.9% | $1,945-87.6% |