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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,487 | $44,764-63.2% | $68,791-76.0% | $64,808-74.6% |
| Participation rate | 52.6% | 64.8%-12.2pp | 69.0%-16.5pp | 71.5%-18.9pp |
| Annual return | -22.27% | -10.91%-11.4pp | -6.38%-15.9pp | 32.82%-55.1pp |
| Employer contribution / active EE | $540 | $1,775-69.6% | $2,655-79.7% | $2,506-78.5% |
| Participant deferral / active EE | $1,717 | $3,238-47.0% | $3,941-56.4% | $4,310-60.2% |
| Admin fee / account holder | $28 | $151-81.2% | $4,932-99.4% | $188-84.9% |