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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
SWALLING & ASSOCIATES1 year Service code 10 · EIN 92-0138439 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,576 | $81,504+43.0% | $102,437+13.8% | $80,959+44.0% |
| Participation rate | 49.3% | 66.9%-17.5pp | 74.5%-25.2pp | 67.7%-18.4pp |
| Annual return | 12.51% | 25.60%-13.1pp | 24.95%-12.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $148 | $6,719-97.8% | $8,388-98.2% | $6,925-97.9% |