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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 | $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,811 | $37,446-76.5% | $77,513-88.6% | $79,852-89.0% |
| Participation rate | 50.6% | 41.5%+9.0pp | 54.2%-3.6pp | 69.6%-19.1pp |
| Annual return | 9.52% | 39.76%-30.2pp | 54.81%-45.3pp | 31.72%-22.2pp |
| Employer contribution / active EE | $66 | $637-89.6% | $987-93.3% | $2,471-97.3% |
| Participant deferral / active EE | $600 | $1,261-52.4% | $1,861-67.8% | $3,740-84.0% |
| Admin fee / account holder | $93 | $2,506-96.3% | $2,859-96.7% | $5,306-98.2% |