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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,465 |
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 | $40,679 | $69,977-41.9% | $108,582-62.5% | $62,881-35.3% |
| Participation rate | 34.7% | 72.9%-38.2pp | 79.6%-44.8pp | 69.3%-34.6pp |
| Annual return | 6.69% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $447 | $3,165-85.9% | $4,311-89.6% | $3,203-86.1% |
| Admin fee / account holder | $44 | $5,076-99.1% | $7,645-99.4% | $4,296-99.0% |