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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $14,055 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,563 | $72,639-46.9% | $90,766-57.5% | $66,949-42.4% |
| Participation rate | 63.4% | 73.7%-10.3pp | 75.7%-12.3pp | 69.8%-6.4pp |
| Annual return | 24.79% | -12.28%+37.1pp | -12.16%+36.9pp | 1.57%+23.2pp |
| Employer contribution / active EE | $478 | $2,369-79.8% | $2,922-83.6% | $2,545-81.2% |
| Participant deferral / active EE | $3,068 | $3,979-22.9% | $4,565-32.8% | $4,239-27.6% |
| Admin fee / account holder | $66 | $708-90.7% | $8,446-99.2% | $594-88.9% |