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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $3,091 |
Filed as: MESIROW FINANCIAL INV MGMT INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $132 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,718 | $78,419-82.5% | $133,956-89.8% | $73,409-81.3% |
| Participation rate | 28.4% | 78.6%-50.2pp | 79.8%-51.4pp | 72.2%-43.8pp |
| Annual return | 40.07% | 33.35%+6.7pp | 45.09%-5.0pp | 59.29%-19.2pp |
| Employer contribution / active EE | $896 | $2,044-56.1% | $3,919-77.1% | $2,234-59.9% |
| Participant deferral / active EE | $1,419 | $3,925-63.9% | $5,048-71.9% | $3,805-62.7% |
| Admin fee / account holder | $44 | $161-72.6% | $8,927-99.5% | $158-72.0% |