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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,917 | $28,601-72.3% | $71,778-89.0% | $66,949-88.2% |
| Participation rate | 31.0% | 56.7%-25.7pp | 62.3%-31.3pp | 69.8%-38.8pp |
| Annual return | -25.20% | -10.90%-14.3pp | 9.15%-34.3pp | 1.57%-26.8pp |
| Employer contribution / active EE | $305 | $1,104-72.4% | $1,704-82.1% | $2,545-88.0% |
| Participant deferral / active EE | $1,392 | $1,912-27.2% | $2,656-47.6% | $4,239-67.2% |
| Admin fee / account holder | $60 | $506-88.1% | $3,974-98.5% | $594-89.8% |