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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,513 | $33,067-38.0% | $76,523-73.2% | $56,287-63.6% |
| Participation rate | 38.5% | 55.4%-16.9pp | 68.0%-29.5pp | 69.9%-31.3pp |
| Annual return | -7.08% | 2.72%-9.8pp | -0.27%-6.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $830 | $1,200-30.9% | $2,647-68.6% | $2,111-60.7% |
| Participant deferral / active EE | $1,647 | $2,240-26.5% | $3,835-57.1% | $3,350-50.8% |
| Admin fee / account holder | $27 | $537-95.0% | $4,848-99.4% | $521-94.8% |