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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE Service code 15 · EIN 47-0098400 | Recordkeeping | $9,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,287 | $37,213-61.6% | $156,551-90.9% | $63,975-77.7% |
| Participation rate | 15.4% | 65.0%-49.6pp | 84.0%-68.6pp | 71.1%-55.7pp |
| Annual return | 8.18% | 47.89%-39.7pp | 32.23%-24.0pp | 48.65%-40.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $461 | $2,070-77.7% | $4,871-90.5% | $3,356-86.3% |
| Admin fee / account holder | $80 | $56+41.9% | $13,028-99.4% | $70+13.5% |