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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 685102234 | Recordkeeping | $2,697 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,172 | $72,177-63.7% | $115,038-77.2% | $59,633-56.1% |
| Participation rate | 31.5% | 72.6%-41.0pp | 81.4%-49.8pp | 68.7%-37.1pp |
| Annual return | 0.48% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $583 | $2,841-79.5% | $4,608-87.4% | $2,203-73.5% |
| Participant deferral / active EE | $1,024 | $4,783-78.6% | $6,026-83.0% | $3,192-67.9% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |