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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $775 |
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 | $69,535 | $60,165+15.6% | $74,184-6.3% | $55,167+26.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.38% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,705 | $1,600+6.6% | $2,370-28.1% | $1,963-13.1% |
| Participant deferral / active EE | $3,599 | $2,973+21.1% | $3,550+1.4% | $3,054+17.9% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.9% |