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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $25,065 |
COMPANION LIFE INSURANCE COMPANY1+ years Filed as: COMPANION LIFE INSURANCE CO. Service code 15 · EIN 13-1595128 | Recordkeeping | $9,731 |
JAMES A. REICHERT1+ years Filed as: JAMES NAVARRA Service code 61 1130 CROSSPONTE LANE · WEBSTER, NY 14580 | Finders' fees / placement fees | $6,684 |
COMPANION LIFE INSURANCE COMPANY1+ years Service code 49 | Other Services | $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,772 | $37,117-65.6% | $147,617-91.3% | $55,191-76.9% |
| Participation rate | 42.1% | 63.6%-21.5pp | 84.6%-42.6pp | 69.2%-27.1pp |
| Annual return | -4.48% | 3.44%-7.9pp | 61.98%-66.5pp | 10.78%-15.3pp |
| Employer contribution / active EE | $657 | $1,620-59.4% | $5,564-88.2% | $1,899-65.4% |
| Participant deferral / active EE | $335 | $1,985-83.1% | $4,895-93.2% | $3,046-89.0% |
| Admin fee / account holder | $104 | $86+21.4% | $11,612-99.1% | $91+14.4% |