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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Service code 15 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,169 | $80,763-26.7% | $102,412-42.2% | $74,459-20.5% |
| Participation rate | 71.9% | 65.7%+6.2pp | 74.5%-2.6pp | 67.2%+4.7pp |
| Annual return | 14.93% | 27.57%-12.6pp | 24.94%-10.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $771 | $3,160-75.6% | $3,870-80.1% | $2,626-70.6% |
| Participant deferral / active EE | $4,229 | $3,862+9.5% | $5,060-16.4% | $4,350-2.8% |
| Admin fee / account holder | $35 | $2,371-98.5% | $8,388-99.6% | $1,945-98.2% |