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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP8+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $2,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,517 | $64,716-21.9% | $112,258-55.0% | $68,495-26.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.1%-12.6pp | 67.9%-5.4pp |
| Annual return | -13.07% | -11.40%-1.7pp | 27.47%-40.5pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,140 | $2,746-58.5% | $3,636-68.6% | $2,596-56.1% |
| Participant deferral / active EE | $2,970 | $3,565-16.7% | $4,728-37.2% | $4,028-26.3% |
| Admin fee / account holder | $34 | $5,232-99.4% | $6,411-99.5% | $5,403-99.4% |