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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $6,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,917 | $75,183-69.5% | $123,894-81.5% | $55,167-58.5% |
| Participation rate | 87.7% | 72.8%+14.9pp | 81.4%+6.3pp | 69.0%+18.7pp |
| Annual return | 9.14% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,363 | $2,823-51.7% | $4,617-70.5% | $1,963-30.6% |
| Participant deferral / active EE | $3,946 | $5,084-22.4% | $5,984-34.1% | $3,054+29.2% |
| Admin fee / account holder | $33 | $663-95.1% | $8,357-99.6% | $504-93.5% |