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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $84,177 | $69,383+21.3% | $101,275-16.9% | $73,497+14.5% |
| Participation rate | 68.5% | 68.4%+0.1pp | 75.8%-7.3pp | 70.7%-2.2pp |
| Annual return | 16.75% | 18.46%-1.7pp | 46.48%-29.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,304 | $2,628-12.3% | $3,660-37.0% | $2,270+1.5% |
| Participant deferral / active EE | $3,747 | $3,301+13.5% | $4,371-14.3% | $3,740+0.2% |
| Admin fee / account holder | $12 | $704-98.4% | $5,948-99.8% | $513-97.8% |