Filed October 10, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $67,321 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $48,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,956 | $121,341+73.9% | $189,513+11.3% | $79,386+165.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.19% | 21.08%-5.9pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $8,696 | $3,915+122.1% | $6,162+41.1% | $2,427+258.2% |
| Participant deferral / active EE | $7,358 | $6,395+15.0% | $8,221-10.5% | $4,046+81.9% |
| Admin fee / account holder | $543 | $651-16.7% | $12,045-95.5% | $626-13.4% |