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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,486 | $106,264-29.0% | $147,117-48.7% | $77,762-2.9% |
| Participation rate | 59.1% | 78.4%-19.3pp | 82.2%-23.1pp | 70.6%-11.5pp |
| Annual return | 15.06% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,972 | $4,074-51.6% | $4,932-60.0% | $2,728-27.7% |
| Participant deferral / active EE | $4,922 | $8,003-38.5% | $8,065-39.0% | $4,651+5.8% |
| Admin fee / account holder | $24 | $334-92.8% | $12,993-99.8% | $433-94.4% |