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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,480 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,625 | $84,482-75.6% | $125,363-83.5% | $66,930-69.2% |
| Participation rate | 52.8% | 76.4%-23.6pp | 82.4%-29.5pp | 69.8%-17.0pp |
| Annual return | -13.81% | -8.49%-5.3pp | 572.15%-586.0pp | 1.57%-15.4pp |
| Employer contribution / active EE | $187 | $3,553-94.7% | $4,815-96.1% | $2,545-92.6% |
| Participant deferral / active EE | $3,496 | $6,782-48.5% | $7,447-53.1% | $4,238-17.5% |
| Admin fee / account holder | $31 | $685-95.5% | $10,005-99.7% | $593-94.9% |