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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,050 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,031 | $69,362-71.1% | $101,248-80.2% | $73,488-72.7% |
| Participation rate | 25.1% | 68.4%-43.3pp | 75.8%-50.7pp | 70.7%-45.5pp |
| Annual return | 38.64% | 18.46%+20.2pp | 46.47%-7.8pp | 28.51%+10.1pp |
| Employer contribution / active EE | $721 | $2,628-72.6% | $3,660-80.3% | $2,270-68.2% |
| Participant deferral / active EE | $995 | $3,300-69.9% | $4,370-77.2% | $3,740-73.4% |
| Admin fee / account holder | $30 | $704-95.7% | $5,945-99.5% | $513-94.1% |