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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $23,345 |
COMPANION LIFE INSURANCE COMPANY2+ years Filed as: COMPANION LIFE INSURANCE CO. Service code 15 · EIN 13-1595128 | Recordkeeping | $12,155 |
JAMES A. REICHERT2+ years Filed as: JAMES NAVARRA Service code 61 1130 CROSSPONTE LANE · WEBSTER, NY 14580 | Finders' fees / placement fees | $4,689 |
COMPANION LIFE INSURANCE COMPANY2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,130 | $36,916-72.6% | $156,551-93.5% | $57,658-82.4% |
| Participation rate | 49.2% | 63.4%-14.2pp | 84.0%-34.8pp | 70.2%-21.0pp |
| Annual return | 8.80% | 12.38%-3.6pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $554 | $1,571-64.7% | $5,501-89.9% | $1,974-71.9% |
| Participant deferral / active EE | $329 | $1,926-82.9% | $4,871-93.2% | $3,061-89.3% |
| Admin fee / account holder | $78 | $82-5.5% | $13,028-99.4% | $95-17.6% |