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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-0912395 | Recordkeeping | $5,948 |
AMERITAS LIFE INSURANCE CORP8+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,346 | $30,086-75.6% | $61,399-88.0% | $64,814-88.7% |
| Participation rate | 17.7% | 36.4%-18.7pp | 52.6%-34.9pp | 71.5%-53.8pp |
| Annual return | 2.19% | -13.99%+16.2pp | 338.81%-336.6pp | 32.84%-30.6pp |
| Employer contribution / active EE | $55 | $536-89.7% | $1,159-95.2% | $2,507-97.8% |
| Participant deferral / active EE | $496 | $1,126-56.0% | $2,124-76.7% | $4,310-88.5% |
| Admin fee / account holder | $56 | $148-62.1% | $2,131-97.4% | $188-70.1% |