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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 13 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Contract Administrator | $0 |
PENSION REVIEW SERVICES5 years Service code 14 · EIN 62-1678841 8828 ROYAL SWAN LN · DARIEN, IL 60561 | Plan Administrator | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,015 | $165,361+3.4% | $149,715+14.2% | $158,950+7.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.70% | 348.24%-327.5pp | 276.66%-256.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $1,228 | $5,103-75.9% | $4,645-73.6% | $4,762-74.2% |
| Participant deferral / active EE | $2,353 | $7,182-67.2% | $6,842-65.6% | $5,983-60.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |