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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $32,662 |
THE BENEFIT PRACTICE9 years Service code 14 · EIN 13-4144565 | Plan Administrator | $20,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,371 | $50,902-38.4% | $155,534-79.8% | $77,736-59.6% |
| Participation rate | 79.6% | 63.1%+16.5pp | 78.2%+1.4pp | 70.6%+9.0pp |
| Annual return | 23.87% | 34.85%-11.0pp | 64.92%-41.0pp | 31.26%-7.4pp |
| Employer contribution / active EE | $1,495 | $1,991-24.9% | $4,675-68.0% | $2,728-45.2% |
| Participant deferral / active EE | $4,014 | $2,824+42.1% | $5,630-28.7% | $4,651-13.7% |
| Admin fee / account holder | $123 | $437-71.9% | $15,900-99.2% | $433-71.7% |