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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
SWALLING & ASSOCIATES2 years Service code 10 · EIN 92-0138439 | Accounting | $0 |
11 funds of $250K or more; 20 lines in all, holding $13.2M of the plan's $13.2M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: T. Rowe Price Retirement, other, 42% of fund dollars
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.