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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 55 5900 'O' STREET 4TH FLOOR · LINCOLN, NE 68505 | Other Commissions | $31,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,232 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,934 | $88,324-77.4% | $115,037-82.7% | $55,191-63.9% |
| Participation rate | 84.9% | 72.5%+12.3pp | 81.4%+3.5pp | 69.2%+15.7pp |
| Annual return | 1.42% | 6.30%-4.9pp | 26.14%-24.7pp | 10.78%-9.4pp |
| Employer contribution / active EE | $7,340 | $2,805+161.7% | $4,608+59.3% | $1,899+286.6% |
| Participant deferral / active EE | $8,096 | $5,042+60.6% | $6,026+34.3% | $3,046+165.8% |
| Admin fee / account holder | $34 | $105-67.8% | $8,175-99.6% | $91-62.6% |