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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $3,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,415 | $55,449-19.9% | $83,831-47.0% | $56,289-21.1% |
| Participation rate | 60.0% | 68.0%-8.0pp | 76.1%-16.1pp | 69.9%-9.9pp |
| Annual return | -5.18% | -1.38%-3.8pp | 850.99%-856.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $728 | $2,430-70.0% | $3,631-80.0% | $2,111-65.5% |
| Participant deferral / active EE | $1,960 | $2,935-33.2% | $4,082-52.0% | $3,350-41.5% |
| Admin fee / account holder | $52 | $656-92.1% | $5,479-99.1% | $521-90.1% |