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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INS CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,540 |
Filed as: MESIROW FINANCIAL INV. MGMT INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $7 |
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 | $2,219 | $66,124-96.6% | $90,440-97.5% | $73,493-97.0% |
| Participation rate | 7.0% | 69.7%-62.7pp | 72.7%-65.7pp | 70.7%-63.7pp |
| Annual return | 10.98% | 17.65%-6.7pp | 1294.38%-1283.4pp | 28.51%-17.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $61 | $3,039-98.0% | $3,964-98.5% | $3,740-98.4% |
| Admin fee / account holder | $150 | $396-62.2% | $5,615-97.3% | $513-70.8% |