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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $7,616 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,014 | $68,413-63.4% | $123,105-79.7% | $55,191-54.7% |
| Participation rate | 67.9% | 84.5%-16.6pp | 86.8%-18.9pp | 69.2%-1.3pp |
| Annual return | 2.13% | 6.30%-4.2pp | 13.22%-11.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,250 | $3,050-59.0% | $5,151-75.7% | $1,899-34.2% |
| Participant deferral / active EE | $989 | $4,490-78.0% | $6,229-84.1% | $3,046-67.5% |
| Admin fee / account holder | $21 | $88-75.6% | $9,014-99.8% | $91-76.4% |