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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $19,617 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,955 | $43,504-74.8% | $68,612-84.0% | $56,289-80.5% |
| Participation rate | 39.9% | 67.8%-27.9pp | 72.2%-32.3pp | 69.9%-29.9pp |
| Annual return | -6.62% | -3.15%-3.5pp | -4.63%-2.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $462 | $1,525-69.7% | $2,625-82.4% | $2,111-78.1% |
| Participant deferral / active EE | $686 | $2,509-72.7% | $3,311-79.3% | $3,350-79.5% |
| Admin fee / account holder | $156 | $515-69.8% | $5,131-97.0% | $521-70.1% |