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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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.
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 | $5,615 | $26,805-79.1% | $59,496-90.6% | $52,331-89.3% |
| Participation rate | 45.3% | 39.3%+6.0pp | 54.6%-9.2pp | 68.1%-22.8pp |
| Annual return | -0.64% | 2.61%-3.3pp | 182.05%-182.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $80 | $450-82.2% | $1,153-93.1% | $1,882-95.7% |
| Participant deferral / active EE | $530 | $916-42.1% | $1,829-71.0% | $3,022-82.4% |
| Admin fee / account holder | $17 | $305-94.4% | $2,232-99.2% | $592-97.1% |