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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 13 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Contract Administrator | $0 |
PENSION REVIEW SERVICES1+ 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 | $35,384 | $127,386-72.2% | $115,037-69.2% | $125,388-71.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.16% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $749 | $6,423-88.3% | $6,026-87.6% | $5,352-86.0% |
| Admin fee / account holder | $2,040 | $9,516-78.6% | $8,175-75.0% | $9,541-78.6% |