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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $1,922 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,911 | $70,917-38.1% | $98,920-55.6% | $73,497-40.3% |
| Participation rate | 52.1% | 73.8%-21.7pp | 76.0%-23.9pp | 70.7%-18.6pp |
| Annual return | 19.90% | 34.18%-14.3pp | 196.47%-176.6pp | 28.51%-8.6pp |
| Employer contribution / active EE | $294 | $2,037-85.6% | $2,689-89.1% | $2,270-87.1% |
| Participant deferral / active EE | $2,462 | $3,501-29.7% | $4,245-42.0% | $3,740-34.2% |
| Admin fee / account holder | $98 | $535-81.8% | $6,643-98.5% | $513-81.0% |