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 CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 13 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Contract Administrator | $0 |
PENSION REVIEW SERVICES2+ years Service code 14 · EIN 62-1678841 8828 ROYAL SWAN LN · DARIEN, IL 60561 | Plan Administrator | $0 |
Participant 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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,826 | $96,558-20.4% | $80,977-5.1% | $273,972-72.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.14% | 15.14%-10.0pp | 17.11%-12.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $507 | $6,598-92.3% | $5,696-91.1% | $5,287-90.4% |
| Admin fee / account holder | $12,852 | $7,493+71.5% | $5,517+133.0% | $10,133+26.8% |