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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,124 | $35,986-41.3% | $77,513-72.7% | $73,493-71.3% |
| Participation rate | 46.0% | 40.8%+5.1pp | 54.2%-8.2pp | 70.7%-24.7pp |
| Annual return | 13.19% | 19.26%-6.1pp | 54.81%-41.6pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,143 | $557+105.1% | $987+15.9% | $2,270-49.6% |
| Participant deferral / active EE | $842 | $1,198-29.7% | $1,861-54.7% | $3,740-77.5% |
| Admin fee / account holder | $9 | $466-98.0% | $2,859-99.7% | $513-98.2% |