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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
BPM LLP1+ years Filed as: BURR PLIGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,414 | $43,075-85.1% | $74,577-91.4% | $62,881-89.8% |
| Participation rate | 13.8% | 58.1%-44.3pp | 68.1%-54.3pp | 69.3%-55.5pp |
| Annual return | 3.08% | 17.50%-14.4pp | 20.47%-17.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $183 | $2,389-92.3% | $3,458-94.7% | $3,203-94.3% |
| Admin fee / account holder | $14 | $2,840-99.5% | $4,138-99.7% | $4,296-99.7% |