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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,394 | $54,763-92.0% | $90,324-95.1% | $72,976-94.0% |
| Participation rate | 57.7% | 65.2%-7.5pp | 73.3%-15.6pp | 69.5%-11.8pp |
| Annual return | 19.33% | 30.63%-11.3pp | 78.15%-58.8pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $995 | $2,887-65.5% | $3,885-74.4% | $3,608-72.4% |
| Admin fee / account holder | $11 | $3,973-99.7% | $5,356-99.8% | $5,124-99.8% |