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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 28 · EIN 47-0098400 | Investment Management | $46,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,112 | $42,546+81.2% | $71,796+7.4% | $55,167+39.8% |
| Participation rate | 29.4% | 59.1%-29.7pp | 69.1%-39.7pp | 69.0%-39.5pp |
| Annual return | 11.15% | 12.36%-1.2pp | 78.04%-66.9pp | 169.23%-158.1pp |
| Employer contribution / active EE | $848 | $803+5.5% | $1,924-55.9% | $1,963-56.8% |
| Participant deferral / active EE | $1,638 | $2,064-20.6% | $2,794-41.4% | $3,054-46.4% |
| Admin fee / account holder | $758 | $650+16.7% | $4,815-84.3% | $504+50.5% |