Filed October 10, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,953 | $31,388-1.4% | $73,550-57.9% | $62,293-50.3% |
| Participation rate | 33.3% | 39.9%-6.5pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 18.64% | 25.34%-6.7pp | -15.16%+33.8pp | 28.90%-10.3pp |
| Employer contribution / active EE | $357 | $498-28.4% | $1,219-70.8% | $2,042-82.5% |
| Participant deferral / active EE | $1,392 | $1,028+35.4% | $1,804-22.8% | $3,169-56.1% |
| Admin fee / account holder | $13 | $299-95.6% | $2,320-99.4% | $479-97.3% |