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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 · EIN 84-4383499 | Advisory (Plan) | $170,661 |
FORVIS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $65,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,782 |
Employer contribution per participant 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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,518 | $71,813-43.6% | $119,628-66.1% | $78,104-48.1% |
| Participation rate | 87.4% | 81.7%+5.7pp | 79.3%+8.1pp | 74.5%+12.9pp |
| Annual return | 27.62% | -13.80%+41.4pp | -14.98%+42.6pp | 10.90%+16.7pp |
| Employer contribution / active EE | $999 | $2,836-64.8% | $4,232-76.4% | $3,128-68.1% |
| Participant deferral / active EE | $4,707 | $4,953-5.0% | $5,601-16.0% | $5,089-7.5% |
| Admin fee / account holder | $48 | $81-40.7% | $10,330-99.5% | $79-39.4% |