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| Provider | Service type | Compensation |
|---|---|---|
SEIDEL SCHROEDER4+ years Service code 15 · EIN 74-2052353 | Recordkeeping | $2,079 |
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $891 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,929 | $72,404-78.0% | $110,243-85.6% | $64,173-75.2% |
| Participation rate | 54.0% | 73.3%-19.3pp | 79.8%-25.8pp | 69.6%-15.5pp |
| Annual return | -8.30% | -6.29%-2.0pp | 314.76%-323.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,199 | $2,282-47.4% | $3,827-68.7% | $2,381-49.6% |
| Participant deferral / active EE | $2,316 | $3,469-33.2% | $4,672-50.4% | $3,470-33.2% |
| Admin fee / account holder | $7 | $5,664-99.9% | $8,548-99.9% | $4,887-99.9% |