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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $4,350 |
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 | $52,080 | $58,726-11.3% | $92,240-43.5% | $62,293-16.4% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.5%-17.5pp | 69.5%-10.5pp |
| Annual return | 18.29% | 43.62%-25.3pp | 176.29%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $698 | $2,392-70.8% | $3,680-81.0% | $2,042-65.8% |
| Participant deferral / active EE | $1,951 | $2,766-29.5% | $3,897-49.9% | $3,169-38.5% |
| Admin fee / account holder | $64 | $556-88.5% | $5,194-98.8% | $479-86.7% |