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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,793 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,213 | $98,750-76.5% | $149,696-84.5% | $79,858-70.9% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.6%-7.9pp |
| Annual return | 16.97% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $160 | $3,216-95.0% | $4,644-96.6% | $2,471-93.5% |
| Participant deferral / active EE | $3,769 | $5,680-33.6% | $6,842-44.9% | $3,740+0.8% |
| Admin fee / account holder | $18 | $6,053-99.7% | $9,309-99.8% | $5,306-99.7% |