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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $2,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,638 | $73,638-63.8% | $95,960-72.2% | $73,493-63.8% |
| Participation rate | 26.7% | 76.2%-49.5pp | 77.1%-50.4pp | 70.7%-44.0pp |
| Annual return | 17.98% | 16.78%+1.2pp | 91.63%-73.7pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $452 | $3,617-87.5% | $4,167-89.2% | $3,740-87.9% |
| Admin fee / account holder | $74 | $482-84.7% | $6,797-98.9% | $513-85.7% |