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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $14,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,947 | $77,638-83.3% | $156,551-91.7% | $62,881-79.4% |
| Participation rate | 47.8% | 71.2%-23.4pp | 84.0%-36.2pp | 69.3%-21.5pp |
| Annual return | 4.44% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $540 | $3,444-84.3% | $5,501-90.2% | $2,281-76.3% |
| Participant deferral / active EE | $972 | $3,046-68.1% | $4,871-80.0% | $3,203-69.7% |
| Admin fee / account holder | $178 | $5,561-96.8% | $13,028-98.6% | $4,296-95.9% |