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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $17,783 | $89,652-80.2% | $141,177-87.4% | $65,185-72.7% |
| Participation rate | 59.2% | 74.7%-15.5pp | 82.5%-23.2pp | 70.2%-11.0pp |
| Annual return | 45.61% | 32.79%+12.8pp | 71.40%-25.8pp | 29.38%+16.2pp |
| Employer contribution / active EE | $146 | $3,065-95.2% | $4,736-96.9% | $2,177-93.3% |
| Participant deferral / active EE | $3,116 | $5,691-45.3% | $6,710-53.6% | $3,514-11.3% |
| Admin fee / account holder | $39 | $569-93.2% | $10,263-99.6% | $847-95.4% |