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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $8,692 |
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 | $63,704 | $72,269-11.9% | $101,271-37.1% | $79,852-20.2% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 10.99% | 22.29%-11.3pp | 46.48%-35.5pp | 31.72%-20.7pp |
| Employer contribution / active EE | $12,188 | $2,692+352.8% | $3,660+233.0% | $2,471+393.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $45 | $4,401-99.0% | $5,948-99.2% | $5,306-99.2% |