Filed October 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,660 | $26,805-11.7% | $59,496-60.2% | $52,331-54.8% |
| Participation rate | 21.6% | 39.3%-17.8pp | 54.6%-33.0pp | 68.1%-46.6pp |
| Annual return | 50.86% | 2.61%+48.3pp | 182.05%-131.2pp | 4.54%+46.3pp |
| Employer contribution / active EE | $216 | $450-52.0% | $1,153-81.3% | $1,882-88.5% |
| Participant deferral / active EE | $952 | $916+3.9% | $1,829-48.0% | $3,022-68.5% |
| Admin fee / account holder | $22 | $305-92.8% | $2,232-99.0% | $592-96.3% |