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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,356 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,192 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,894 | $84,493-59.9% | $125,381-73.0% | $66,938-49.4% |
| Participation rate | 77.3% | 76.4%+0.9pp | 82.4%-5.1pp | 69.8%+7.5pp |
| Annual return | -17.31% | -8.49%-8.8pp | 572.31%-589.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,924 | $3,554+10.4% | $4,815-18.5% | $2,545+54.2% |
| Participant deferral / active EE | $8,999 | $6,783+32.7% | $7,448+20.8% | $4,238+112.3% |
| Admin fee / account holder | $14 | $685-97.9% | $10,007-99.9% | $594-97.6% |