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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 | $626 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,376 | $45,283-81.5% | $155,789-94.6% | $52,331-84.0% |
| Participation rate | 14.4% | 62.2%-47.8pp | 76.1%-61.7pp | 68.1%-53.7pp |
| Annual return | -0.83% | 1.80%-2.6pp | 71.54%-72.4pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $487 | $2,854-83.0% | $4,798-89.9% | $3,022-83.9% |
| Admin fee / account holder | $101 | $981-89.7% | $7,477-98.6% | $592-82.9% |