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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS LIFE INSURNACE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $3,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,119 | $71,523-15.9% | $98,461-38.9% | $71,511-15.9% |
| Participation rate | 59.7% | 72.7%-13.0pp | 75.2%-15.5pp | 67.9%-8.2pp |
| Annual return | 17.84% | 32.43%-14.6pp | 21.17%-3.3pp | 28.86%-11.0pp |
| Employer contribution / active EE | $721 | $2,399-69.9% | $3,049-76.3% | $2,589-72.1% |
| Participant deferral / active EE | $3,540 | $4,109-13.8% | $4,738-25.3% | $4,291-17.5% |
| Admin fee / account holder | $20 | $1,676-98.8% | $8,961-99.8% | $1,588-98.8% |