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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS RETIREMENT PLANS OF NY Service code 15 · EIN 13-3758127 | Recordkeeping | $10,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,552 | $42,548+30.6% | $74,551-25.5% | $56,289-1.3% |
| Participation rate | 39.8% | 60.5%-20.7pp | 69.1%-29.3pp | 69.9%-30.0pp |
| Annual return | -7.66% | 12.40%-20.1pp | 32.53%-40.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $139 | $855-83.8% | $1,961-92.9% | $2,111-93.4% |
| Participant deferral / active EE | $3,668 | $2,277+61.1% | $3,108+18.0% | $3,350+9.5% |
| Admin fee / account holder | $185 | $467-60.4% | $5,059-96.3% | $521-64.5% |