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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $28,659 |
THE VANGUARD GROUP, INC.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $8,939 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,164 | $46,674+69.6% | $117,472-32.6% | $68,494+15.6% |
| Participation rate | 79.7% | 56.8%+22.9pp | 70.6%+9.1pp | 67.9%+11.8pp |
| Annual return | -15.42% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $822 | $1,505-45.4% | $4,176-80.3% | $2,596-68.3% |
| Participant deferral / active EE | $3,940 | $2,636+49.5% | $4,070-3.2% | $4,027-2.2% |
| Admin fee / account holder | $416 | $4,020-89.6% | $5,645-92.6% | $5,403-92.3% |