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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 4801 W. 110TH ST. · OVERLAND PARK, KS 66211 | Contract Administrator | $5,532 |
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,189 | $55,636-79.9% | $81,982-86.4% | $73,497-84.8% |
| Participation rate | 58.9% | 62.3%-3.4pp | 69.3%-10.4pp | 70.7%-11.8pp |
| Annual return | -1.61% | 19.07%-20.7pp | 41.31%-42.9pp | 28.51%-30.1pp |
| Employer contribution / active EE | $577 | $1,625-64.5% | $2,498-76.9% | $2,270-74.6% |
| Participant deferral / active EE | $1,344 | $2,762-51.3% | $3,722-63.9% | $3,740-64.1% |
| Admin fee / account holder | $31 | $493-93.7% | $5,665-99.5% | $513-93.9% |