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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $16,109 |
Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $602 |
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.
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 | $11,515 | $54,590-78.9% | $81,726-85.9% | $73,497-84.3% |
| Participation rate | 41.7% | 68.3%-26.6pp | 72.0%-30.3pp | 70.7%-29.0pp |
| Annual return | 16.08% | 17.74%-1.7pp | 29.49%-13.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $4,311-87.2% | $2,270-75.6% |
| Participant deferral / active EE | $968 | $2,759-64.9% | $7,108-86.4% | $3,740-74.1% |
| Admin fee / account holder | $133 | $592-77.6% | $5,160-97.4% | $513-74.2% |