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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $7,456 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,359 | $65,322-75.0% | $70,476-76.8% | $73,493-77.7% |
| Participation rate | 92.2% | 77.0%+15.3pp | 75.1%+17.2pp | 70.7%+21.5pp |
| Annual return | 16.19% | 15.71%+0.5pp | 109.12%-92.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,686 | $2,460-31.5% | $2,738-38.4% | $2,270-25.7% |
| Participant deferral / active EE | $181 | $3,375-94.6% | $3,710-95.1% | $3,740-95.2% |
| Admin fee / account holder | $36 | $214-83.3% | $3,847-99.1% | $513-93.0% |