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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $3,859 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,041 | $69,383-1.9% | $101,275-32.8% | $73,497-7.4% |
| Participation rate | 56.3% | 68.4%-12.1pp | 75.8%-19.5pp | 70.7%-14.4pp |
| Annual return | 13.40% | 18.46%-5.1pp | 46.48%-33.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $851 | $2,628-67.6% | $3,660-76.8% | $2,270-62.5% |
| Participant deferral / active EE | $2,273 | $3,301-31.1% | $4,371-48.0% | $3,740-39.2% |
| Admin fee / account holder | $57 | $704-91.9% | $5,948-99.0% | $513-88.9% |