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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $5,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,240 | $46,297-69.2% | $71,671-80.1% | $62,293-77.1% |
| Participation rate | 35.0% | 60.6%-25.6pp | 68.7%-33.7pp | 69.5%-34.5pp |
| Annual return | 15.51% | 22.32%-6.8pp | 20.65%-5.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $354 | $1,412-74.9% | $2,460-85.6% | $2,042-82.7% |
| Participant deferral / active EE | $921 | $2,235-58.8% | $3,438-73.2% | $3,169-70.9% |
| Admin fee / account holder | $41 | $461-91.1% | $5,558-99.3% | $479-91.4% |