Filed September 22, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP10+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 13 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Contract Administrator | $0 |
PENSION REVIEW SERVICES10+ years Service code 14 · EIN 62-1678841 8828 ROYAL SWAN LN · DARIEN, IL 60561 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,984 | $108,911-24.7% | $100,392-18.3% | $145,884-43.8% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 16.48% | 58.23%-41.7pp | 49.45%-33.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $165 | $4,420-96.3% | $3,941-95.8% | $4,662-96.5% |
| Participant deferral / active EE | $4,575 | $8,459-45.9% | $8,090-43.4% | $6,690-31.6% |
| Admin fee / account holder | $2,758 | $9,698-71.6% | $7,904-65.1% | $13,392-79.4% |