Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $57,632 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,249 | $46,966-44.1% | $185,117-85.8% | $69,631-62.3% |
| Participation rate | 92.6% | 65.3%+27.3pp | 77.3%+15.3pp | 70.7%+21.9pp |
| Annual return | 23.19% | 22.36%+0.8pp | 40.50%-17.3pp | 27571.02%-27547.8pp |
| Employer contribution / active EE | $1,538 | $1,360+13.1% | $4,182-63.2% | $2,032-24.3% |
| Participant deferral / active EE | $4,458 | $3,017+47.8% | $5,045-11.6% | $3,224+38.3% |
| Admin fee / account holder | $87 | $94-7.6% | $8,159-98.9% | $110-21.5% |