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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $3,679 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,366 | $50,464-95.3% | $75,784-96.9% | $52,331-95.5% |
| Participation rate | 46.1% | 66.8%-20.7pp | 75.8%-29.7pp | 68.1%-22.0pp |
| Annual return | 3.12% | 1.03%+2.1pp | 9.68%-6.6pp | 4.54%-1.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,295 | $2,570-49.6% | $3,652-64.5% | $3,022-57.1% |
| Admin fee / account holder | $19 | $1,103-98.3% | $5,300-99.6% | $592-96.8% |