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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $3,555 | $59,839-94.1% | $81,991-95.7% | $79,852-95.5% |
| Participation rate | 65.8% | 61.6%+4.1pp | 69.3%-3.5pp | 69.6%-3.9pp |
| Annual return | 17.09% | 17.56%-0.5pp | 41.31%-24.2pp | 31.72%-14.6pp |
| Employer contribution / active EE | $492 | $1,713-71.3% | $2,498-80.3% | $2,471-80.1% |
| Participant deferral / active EE | $911 | $2,695-66.2% | $3,722-75.5% | $3,740-75.6% |
| Admin fee / account holder | $24 | $4,287-99.4% | $5,665-99.6% | $5,306-99.6% |