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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 | $1,364 |
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.
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 | $5,154 | $46,722-89.0% | $130,660-96.1% | $65,185-92.1% |
| Participation rate | 12.4% | 60.9%-48.6pp | 71.7%-59.4pp | 70.2%-57.8pp |
| Annual return | 19.11% | 24.17%-5.1pp | 1709.29%-1690.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $190 | $2,545-92.5% | $3,603-94.7% | $3,514-94.6% |
| Admin fee / account holder | $45 | $453-90.0% | $5,463-99.2% | $847-94.6% |