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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $4,673 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,623 | $73,102-85.5% | $123,552-91.4% | $56,287-81.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 82.3%-12.3pp | 69.9%+0.1pp |
| Annual return | -6.53% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $139 | $2,977-95.3% | $4,628-97.0% | $2,111-93.4% |
| Participant deferral / active EE | $2,644 | $5,423-51.2% | $6,426-58.9% | $3,350-21.1% |
| Admin fee / account holder | $45 | $554-91.8% | $9,285-99.5% | $521-91.3% |