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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS LIFE INS. CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $18,917 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $732 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,526 | $56,438-83.1% | $76,872-87.6% | $71,511-86.7% |
| Participation rate | 31.2% | 64.3%-33.1pp | 69.6%-38.4pp | 67.9%-36.7pp |
| Annual return | 19.10% | 19.05%+0.1pp | 37.90%-18.8pp | 28.86%-9.8pp |
| Employer contribution / active EE | $597 | $1,864-68.0% | $2,533-76.5% | $2,589-77.0% |
| Participant deferral / active EE | $895 | $3,136-71.5% | $3,832-76.7% | $4,291-79.1% |
| Admin fee / account holder | $109 | $1,430-92.4% | $5,476-98.0% | $1,588-93.2% |