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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 | $11,234 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,345 | $89,465-66.1% | $165,100-81.6% | $77,762-61.0% |
| Participation rate | 84.2% | 78.6%+5.5pp | 78.6%+5.5pp | 70.6%+13.6pp |
| Annual return | 18.43% | 28.86%-10.4pp | 70.21%-51.8pp | 31.27%-12.8pp |
| Employer contribution / active EE | $1,868 | $2,565-27.2% | $4,348-57.0% | $2,728-31.5% |
| Participant deferral / active EE | $3,431 | $4,904-30.0% | $6,035-43.1% | $4,651-26.2% |
| Admin fee / account holder | $22 | $340-93.5% | $12,696-99.8% | $433-94.9% |