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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 | $2,693 |
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.
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 | $4,379 | $58,726-92.5% | $92,240-95.3% | $62,293-93.0% |
| Participation rate | 48.3% | 68.3%-20.0pp | 76.5%-28.2pp | 69.5%-21.2pp |
| Annual return | 15.10% | 43.62%-28.5pp | 176.29%-161.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $796 | $2,766-71.2% | $3,897-79.6% | $3,169-74.9% |
| Admin fee / account holder | $22 | $556-96.0% | $5,194-99.6% | $479-95.4% |