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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,100 |
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 | $81,014 | $64,909+24.8% | $82,312-1.6% | $62,293+30.1% |
| Participation rate | 97.4% | 74.9%+22.5pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 17.68% | 21.18%-3.5pp | 25.88%-8.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,761 | $1,676+5.0% | $2,428-27.5% | $2,042-13.8% |
| Participant deferral / active EE | $3,732 | $3,103+20.3% | $3,706+0.7% | $3,169+17.8% |
| Admin fee / account holder | $31 | $440-92.9% | $5,608-99.4% | $479-93.5% |