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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 | $106,110-28.9% | $147,005-48.7% | $77,671-2.8% |
| Participation rate | 59.1% | 78.4%-19.3pp | 82.2%-23.1pp | 70.6%-11.5pp |
| Annual return | 15.06% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,972 | $4,065-51.5% | $4,934-60.0% | $2,726-27.7% |
| Participant deferral / active EE | $4,922 | $7,992-38.4% | $8,070-39.0% | $4,648+5.9% |
| Admin fee / account holder | $24 | $338-92.8% | $13,006-99.8% | $430-94.4% |