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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $14,224 |
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 | $11,648 | $46,360-74.9% | $147,617-92.1% | $52,331-77.7% |
| Participation rate | 54.0% | 64.9%-10.9pp | 84.6%-30.6pp | 68.1%-14.1pp |
| Annual return | 0.81% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $508 | $2,126-76.1% | $5,564-90.9% | $1,882-73.0% |
| Participant deferral / active EE | $1,019 | $2,258-54.9% | $4,895-79.2% | $3,022-66.3% |
| Admin fee / account holder | $171 | $766-77.6% | $11,612-98.5% | $592-71.0% |