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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP. Service code 28 · EIN 47-0663374 | Investment Management | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,003 |
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 | $175,685 | $88,122+99.4% | $141,191+24.4% | $67,579+160.0% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 23.84% | 75.40%-51.6pp | 71.41%-47.6pp | 378.56%-354.7pp |
| Employer contribution / active EE | $4,438 | $3,224+37.6% | $4,736-6.3% | $2,148+106.6% |
| Participant deferral / active EE | $10,182 | $5,958+70.9% | $6,710+51.7% | $3,539+187.7% |
| Admin fee / account holder | -$6 | $131-104.6% | $10,264-100.1% | $142-104.3% |