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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $5,412 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,492 | $59,328-70.5% | $118,946-85.3% | $73,493-76.2% |
| Participation rate | 75.9% | 62.3%+13.6pp | 75.4%+0.5pp | 70.7%+5.3pp |
| Annual return | 14.08% | 19.13%-5.0pp | 35.89%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $971 | $1,803-46.2% | $3,263-70.2% | $2,270-57.2% |
| Participant deferral / active EE | $1,812 | $2,604-30.4% | $4,266-57.5% | $3,740-51.5% |
| Admin fee / account holder | $28 | $600-95.3% | $6,581-99.6% | $513-94.5% |