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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $15,744 |
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 | $54,432 | $65,361-16.7% | $92,903-41.4% | $72,983-25.4% |
| Participation rate | 89.0% | 68.3%+20.7pp | 76.0%+13.0pp | 69.5%+19.6pp |
| Annual return | 17.59% | 42.11%-24.5pp | 109.43%-91.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $19,273 | $2,594+642.9% | $3,653+427.6% | $2,440+689.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $73 | $4,251-98.3% | $5,795-98.7% | $5,124-98.6% |