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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $21,392 |
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 | $11,143 | $50,666-78.0% | $76,657-85.5% | $65,185-82.9% |
| Participation rate | 44.0% | 68.8%-24.8pp | 72.1%-28.1pp | 70.2%-26.2pp |
| Annual return | 17.60% | 28.51%-10.9pp | 1166.74%-1149.1pp | 29.38%-11.8pp |
| Employer contribution / active EE | $537 | $1,575-65.9% | $2,303-76.7% | $2,177-75.3% |
| Participant deferral / active EE | $806 | $2,647-69.6% | $3,335-75.8% | $3,514-77.1% |
| Admin fee / account holder | $175 | $463-62.1% | $6,423-97.3% | $847-79.3% |