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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 13-2656036 | Recordkeeping | $4,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,752 | $31,679-85.0% | $74,723-93.6% | $65,186-92.7% |
| Participation rate | 34.0% | 40.4%-6.4pp | 54.5%-20.5pp | 70.2%-36.2pp |
| Annual return | 18.92% | 39.04%-20.1pp | 753.18%-734.3pp | 29.39%-10.5pp |
| Employer contribution / active EE | $381 | $566-32.6% | $1,084-64.8% | $2,177-82.5% |
| Participant deferral / active EE | $480 | $1,191-59.7% | $1,962-75.5% | $3,514-86.3% |
| Admin fee / account holder | $64 | $379-83.2% | $3,335-98.1% | $847-92.5% |