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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $6,536 |
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.
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 | $28,237 | $52,961-46.7% | $172,752-83.7% | $65,185-56.7% |
| Participation rate | 21.0% | 66.2%-45.2pp | 82.6%-61.6pp | 70.2%-49.2pp |
| Annual return | 18.46% | 30.12%-11.7pp | 802.97%-784.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $412 | $2,190-81.2% | $5,144-92.0% | $2,177-81.1% |
| Participant deferral / active EE | $545 | $2,471-78.0% | $5,198-89.5% | $3,514-84.5% |
| Admin fee / account holder | $90 | $472-81.0% | $13,955-99.4% | $847-89.4% |