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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $18,146 |
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.
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 | $10,312 | $50,385-79.5% | $75,501-86.3% | $62,293-83.4% |
| Participation rate | 38.9% | 67.7%-28.8pp | 72.4%-33.4pp | 69.5%-30.6pp |
| Annual return | 15.59% | 19.90%-4.3pp | 27.35%-11.8pp | 28.90%-13.3pp |
| Employer contribution / active EE | $445 | $1,537-71.1% | $2,352-81.1% | $2,042-78.2% |
| Participant deferral / active EE | $569 | $2,445-76.7% | $3,142-81.9% | $3,169-82.0% |
| Admin fee / account holder | $141 | $384-63.4% | $5,801-97.6% | $479-70.7% |