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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,686 |
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.
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 | $37,211 | $65,704-43.4% | $94,229-60.5% | $59,633-37.6% |
| Participation rate | 31.9% | 72.1%-40.2pp | 78.8%-46.8pp | 68.7%-36.7pp |
| Annual return | -1.06% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $465 | $3,143-85.2% | $4,320-89.2% | $3,192-85.4% |
| Admin fee / account holder | $77 | $4,265-98.2% | $6,269-98.8% | $4,297-98.2% |