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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 5900 O STREET · LINCON, NE 68510 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,231 | $53,901-40.2% | $134,162-76.0% | $73,493-56.1% |
| Participation rate | 31.1% | 62.8%-31.7pp | 72.2%-41.1pp | 70.7%-39.6pp |
| Annual return | 16.79% | 15.82%+1.0pp | 36.35%-19.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $120 | $1,458-91.8% | $3,705-96.8% | $2,270-94.7% |
| Participant deferral / active EE | $1,040 | $2,739-62.0% | $3,500-70.3% | $3,740-72.2% |
| Admin fee / account holder | $0 | $581-100.0% | $6,685-100.0% | $513-100.0% |