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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $93,045 |
Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 53 | Insurance Commissions | $52,141 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT CORP Service code 53 · EIN 47-0663374 | Insurance Commissions | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
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.)
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 | $32,669 | $56,540-42.2% | $185,849-82.4% | $86,821-62.4% |
| Participation rate | 54.1% | 65.5%-11.4pp | 81.7%-27.6pp | 72.3%-18.2pp |
| Annual return | 24.72% | 118.20%-93.5pp | 122.10%-97.4pp | 97.94%-73.2pp |
| Employer contribution / active EE | $1,213 | $1,844-34.3% | $5,169-76.5% | $2,406-49.6% |
| Participant deferral / active EE | $2,137 | $2,555-16.4% | $5,569-61.6% | $4,132-48.3% |
| Admin fee / account holder | $355 | $150+137.3% | $16,244-97.8% | $170+109.4% |