Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,565 | $63,156-80.1% | $122,354-89.7% | $62,293-79.8% |
| Participation rate | 18.8% | 60.0%-41.2pp | 71.6%-52.8pp | 69.5%-50.7pp |
| Annual return | 105.47% | 20.61%+84.9pp | 30.28%+75.2pp | 28.90%+76.6pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $299 | $2,321-87.1% | $3,287-90.9% | $3,169-90.6% |
| Admin fee / account holder | $13 | $440-97.0% | $5,479-99.8% | $479-97.3% |