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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $6,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,564 | $52,884-23.3% | $84,753-52.1% | $55,167-26.5% |
| Participation rate | 56.5% | 67.5%-11.0pp | 76.6%-20.1pp | 69.0%-12.5pp |
| Annual return | 7.88% | 18.03%-10.2pp | 22.78%-14.9pp | 169.23%-161.4pp |
| Employer contribution / active EE | $695 | $2,233-68.9% | $3,574-80.6% | $1,963-64.6% |
| Participant deferral / active EE | $1,871 | $2,644-29.2% | $3,712-49.6% | $3,054-38.7% |
| Admin fee / account holder | $46 | $581-92.1% | $5,333-99.1% | $504-90.9% |