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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $7,890 |
Filed as: MESIROW FINANCIAL INVESTMENT, MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,312 | $49,451-77.1% | $79,580-85.8% | $66,938-83.1% |
| Participation rate | 69.4% | 61.3%+8.1pp | 69.5%0pp | 69.8%-0.4pp |
| Annual return | -18.55% | 84.25%-102.8pp | 0.15%-18.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $378 | $1,266-70.1% | $2,413-84.3% | $2,545-85.1% |
| Participant deferral / active EE | $1,546 | $3,159-51.0% | $3,985-61.2% | $4,238-63.5% |
| Admin fee / account holder | $68 | $595-88.6% | $6,835-99.0% | $594-88.6% |