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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ 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.
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 | $11,926 | $34,316-65.2% | $74,719-84.0% | $72,983-83.7% |
| Participation rate | 37.6% | 42.4%-4.8pp | 54.5%-16.8pp | 69.5%-31.9pp |
| Annual return | 21.58% | 26.58%-5.0pp | 753.05%-731.5pp | 81.01%-59.4pp |
| Employer contribution / active EE | $61 | $692-91.2% | $1,084-94.4% | $2,440-97.5% |
| Participant deferral / active EE | $583 | $1,272-54.2% | $1,963-70.3% | $3,608-83.8% |
| Admin fee / account holder | $36 | $2,125-98.3% | $3,334-98.9% | $5,124-99.3% |