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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.)
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 | $36,002+43.5% | $161,489-68.0% | $64,728-20.2% |
| Participation rate | 53.7% | 57.4%-3.7pp | 78.7%-25.0pp | 57.9%-4.2pp |
| Annual return | 11.30% | 33.93%-22.6pp | 89.72%-78.4pp | 49.38%-38.1pp |
| Employer contribution / active EE | $1,412 | $1,380+2.3% | $4,268-66.9% | $2,243-37.0% |
| Participant deferral / active EE | $2,623 | $1,815+44.5% | $5,630-53.4% | $2,729-3.9% |
| Admin fee / account holder | $429 | $931-53.9% | $16,006-97.3% | $1,145-62.5% |