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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 | $106,264+96.5% | $147,117+41.9% | $77,762+168.5% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 15.70% | 56.94%-41.2pp | 420.54%-404.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $5,867 | $4,074+44.0% | $4,932+19.0% | $2,728+115.1% |
| Participant deferral / active EE | $14,139 | $8,003+76.7% | $8,065+75.3% | $4,651+204.0% |
| Admin fee / account holder | -$2 | $334-100.7% | $12,993-100.0% | $433-100.5% |