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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES LLC Service code 26 · EIN 47-0098400 | Advisory (Participants) | $22,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,024 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,364 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,795 | $106,110+96.8% | $147,005+42.0% | $77,671+168.8% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 15.70% | 56.77%-41.1pp | 418.76%-403.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $5,867 | $4,065+44.3% | $4,934+18.9% | $2,726+115.2% |
| Participant deferral / active EE | $14,139 | $7,992+76.9% | $8,070+75.2% | $4,648+204.2% |
| Admin fee / account holder | -$2 | $338-100.7% | $13,006-100.0% | $430-100.5% |