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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS LIFE INS CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $218 |
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 | $1,771 | $54,237-96.7% | $90,304-98.0% | $67,579-97.4% |
| Participation rate | 7.1% | 68.6%-61.5pp | 73.3%-66.2pp | 71.3%-64.2pp |
| Annual return | 68.86% | 37.27%+31.6pp | 78.13%-9.3pp | 378.56%-309.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $105 | $2,625-96.0% | $3,885-97.3% | $3,539-97.0% |
| Admin fee / account holder | $11 | $123-91.2% | $5,354-99.8% | $142-92.3% |