Filed June 1, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $13,724 |
Filed as: CBIZ Service code 15 · EIN 31-1582098 5959 ROCKSIDE WOODS BLVD. N · CLEVELAND, OH 44131 | Recordkeeping | $12,819 |
SIGMA FINANCIAL CORPORATION6 years Service code 26 3000 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Participants) | $7,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,586 | $55,470-48.5% | $155,556-81.6% | $74,478-61.6% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.3pp |
| Annual return | 21.41% | 269.80%-248.4pp | 64.84%-43.4pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $3,277 | $2,267+44.6% | $4,675-29.9% | $2,626+24.8% |
| Participant deferral / active EE | $1,063 | $2,838-62.5% | $5,631-81.1% | $4,350-75.6% |
| Admin fee / account holder | $102 | $1,744-94.2% | $15,885-99.4% | $1,946-94.8% |