Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,764 | $82,163-40.6% | $125,363-61.1% | $64,814-24.8% |
| Participation rate | 31.0% | 77.9%-46.9pp | 82.4%-51.4pp | 71.5%-40.5pp |
| Annual return | -15.77% | 3.49%-19.3pp | 572.15%-587.9pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,080 | $3,616-70.1% | $4,815-77.6% | $2,507-56.9% |
| Participant deferral / active EE | $3,000 | $7,175-58.2% | $7,447-59.7% | $4,310-30.4% |
| Admin fee / account holder | $20 | $163-87.6% | $10,005-99.8% | $188-89.2% |