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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICE Service code 15 · EIN 47-0663374 | Recordkeeping | $75,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,670 | $46,464+11.2% | $150,298-65.6% | $79,634-35.1% |
| Participation rate | 53.7% | 57.0%-3.3pp | 77.8%-24.1pp | 62.5%-8.8pp |
| Annual return | 11.30% | 27.89%-16.6pp | 62.79%-51.5pp | 36.46%-25.2pp |
| Employer contribution / active EE | $1,412 | $1,512-6.6% | $4,154-66.0% | $2,529-44.2% |
| Participant deferral / active EE | $2,623 | $2,157+21.6% | $5,453-51.9% | $3,835-31.6% |
| Admin fee / account holder | $429 | $891-51.8% | $14,116-97.0% | $1,002-57.1% |