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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 | Recordkeeping | $6,580 |
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).
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 | $15,021 | $55,636-73.0% | $81,988-81.7% | $73,493-79.6% |
| Participation rate | 56.8% | 62.3%-5.5pp | 69.3%-12.4pp | 70.7%-13.8pp |
| Annual return | 18.40% | 19.07%-0.7pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,440 | $2,762-47.9% | $3,722-61.3% | $3,740-61.5% |
| Admin fee / account holder | $39 | $493-92.1% | $5,665-99.3% | $513-92.4% |