Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,445 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC Service code 27 · EIN 36-3429599 | Advisory (Plan) | $83 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,238 | $48,267-87.1% | $68,808-90.9% | $68,486-90.9% |
| Participation rate | 67.6% | 60.7%+7.0pp | 69.0%-1.4pp | 67.9%-0.2pp |
| Annual return | -19.77% | -12.70%-7.1pp | -6.37%-13.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $871 | $1,829-52.4% | $2,656-67.2% | $2,597-66.4% |
| Participant deferral / active EE | $1,565 | $2,867-45.4% | $3,942-60.3% | $4,028-61.1% |
| Admin fee / account holder | $20 | $4,362-99.5% | $4,936-99.6% | $5,404-99.6% |