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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 | $7,647 |
Filed as: MESIROW FINANCIAL INVESTMENT, MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $364 |
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.
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 | $20,051 | $59,220-66.1% | $96,570-79.2% | $79,391-74.7% |
| Participation rate | 58.1% | 61.9%-3.8pp | 69.8%-11.7pp | 70.7%-12.6pp |
| Annual return | 21.87% | 27.08%-5.2pp | 37.79%-15.9pp | 116.88%-95.0pp |
| Employer contribution / active EE | $287 | $1,216-76.4% | $2,357-87.8% | $2,428-88.2% |
| Participant deferral / active EE | $1,377 | $2,948-53.3% | $3,849-64.2% | $4,046-66.0% |
| Admin fee / account holder | $82 | $659-87.6% | $6,182-98.7% | $627-87.0% |