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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,241 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $27,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,753 | $42,810-32.8% | $169,452-83.0% | $55,725-48.4% |
| Participation rate | 97.1% | 64.7%+32.4pp | 77.8%+19.3pp | 70.9%+26.3pp |
| Annual return | -4.65% | -3.61%-1.0pp | 1.83%-6.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,471 | $1,402+4.9% | $4,157-64.6% | $2,078-29.2% |
| Participant deferral / active EE | $5,409 | $3,141+72.2% | $5,277+2.5% | $3,356+61.2% |
| Admin fee / account holder | $116 | $106+9.1% | $9,110-98.7% | $115+0.8% |