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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 | $5,898 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,457 | $47,977-57.4% | $154,107-86.7% | $56,287-63.7% |
| Participation rate | 20.9% | 66.2%-45.3pp | 83.0%-62.2pp | 69.9%-49.0pp |
| Annual return | -4.45% | 3.54%-8.0pp | 735.12%-739.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $442 | $2,169-79.6% | $5,298-91.6% | $2,111-79.0% |
| Participant deferral / active EE | $497 | $2,392-79.2% | $5,081-90.2% | $3,350-85.2% |
| Admin fee / account holder | $76 | $438-82.7% | $13,411-99.4% | $521-85.5% |