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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURNCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $28,000 |
FARMER & BETTS4 years Filed as: FARMER & BETTS, INC. Service code 17 · EIN 94-3322438 | Pension Consulting | $5,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,002 | $50,902-43.0% | $155,534-81.4% | $77,736-62.7% |
| Participation rate | 41.4% | 63.1%-21.7pp | 78.2%-36.9pp | 70.6%-29.2pp |
| Annual return | 18.69% | 34.85%-16.2pp | 64.92%-46.2pp | 31.26%-12.6pp |
| Employer contribution / active EE | $1,297 | $1,991-34.9% | $4,675-72.3% | $2,728-52.4% |
| Participant deferral / active EE | $2,872 | $2,824+1.7% | $5,630-49.0% | $4,651-38.2% |
| Admin fee / account holder | $127 | $437-71.0% | $15,900-99.2% | $433-70.8% |