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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $57,713 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,293 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,655 |
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 | $67,300 | $89,652-24.9% | $141,191-52.3% | $65,185+3.2% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 29.77% | 32.79%-3.0pp | 71.41%-41.6pp | 29.38%+0.4pp |
| Employer contribution / active EE | $4,795 | $3,065+56.5% | $4,736+1.3% | $2,177+120.3% |
| Participant deferral / active EE | $11,605 | $5,691+103.9% | $6,710+72.9% | $3,514+230.2% |
| Admin fee / account holder | $260 | $569-54.3% | $10,264-97.5% | $847-69.3% |