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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $576 |
Filed as: MESIROW FINANCIAL INV MGMT INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $293 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,360 | $86,225-74.1% | $146,685-84.8% | $86,813-74.2% |
| Participation rate | 25.7% | 78.0%-52.3pp | 80.1%-54.4pp | 72.3%-46.6pp |
| Annual return | 19.31% | 31.23%-11.9pp | 22.75%-3.4pp | 97.93%-78.6pp |
| Employer contribution / active EE | $875 | $2,392-63.4% | $4,137-78.8% | $2,406-63.6% |
| Participant deferral / active EE | $1,566 | $4,245-63.1% | $5,507-71.6% | $4,131-62.1% |
| Admin fee / account holder | $11 | $195-94.5% | $10,281-99.9% | $170-93.7% |