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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,184 | $58,093-32.6% | $80,022-51.0% | $56,289-30.4% |
| Participation rate | 56.6% | 73.6%-17.0pp | 75.8%-19.2pp | 69.9%-13.2pp |
| Annual return | 1.66% | 34.63%-33.0pp | 11.22%-9.6pp | -9.96%+11.6pp |
| Employer contribution / active EE | $432 | $1,933-77.6% | $2,468-82.5% | $2,111-79.5% |
| Participant deferral / active EE | $2,282 | $3,136-27.2% | $3,686-38.1% | $3,350-31.9% |
| Admin fee / account holder | $14 | $623-97.7% | $6,521-99.8% | $521-97.3% |