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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,670 | $50,982+1.4% | $154,803-66.6% | $85,563-39.6% |
| Participation rate | 53.7% | 59.8%-6.1pp | 78.1%-24.4pp | 66.0%-12.3pp |
| Annual return | 11.30% | 30.35%-19.1pp | 58.88%-47.6pp | 31.51%-20.2pp |
| Employer contribution / active EE | $1,412 | $1,708-17.3% | $4,305-67.2% | $2,654-46.8% |
| Participant deferral / active EE | $2,623 | $2,474+6.0% | $5,540-52.7% | $4,375-40.1% |
| Admin fee / account holder | $429 | $846-49.2% | $14,329-97.0% | $834-48.5% |