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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $11,558 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,183 | $57,752-63.3% | $112,273-81.1% | $71,495-70.4% |
| Participation rate | 78.4% | 58.8%+19.6pp | 72.4%+6.0pp | 67.9%+10.5pp |
| Annual return | 17.54% | 18.25%-0.7pp | 30.23%-12.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,302 | $1,912-31.9% | $3,431-62.1% | $2,589-49.7% |
| Participant deferral / active EE | $2,472 | $2,860-13.6% | $4,800-48.5% | $4,291-42.4% |
| Admin fee / account holder | $54 | $1,586-96.6% | $7,752-99.3% | $1,588-96.6% |