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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $13,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $8,877 | $46,072-80.7% | $69,779-87.3% | $55,167-83.9% |
| Participation rate | 34.2% | 67.5%-33.3pp | 71.8%-37.6pp | 69.0%-34.8pp |
| Annual return | 8.19% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $393 | $1,500-73.8% | $2,338-83.2% | $1,963-80.0% |
| Participant deferral / active EE | $548 | $2,344-76.6% | $2,931-81.3% | $3,054-82.1% |
| Admin fee / account holder | $118 | $428-72.4% | $4,381-97.3% | $504-76.6% |