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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS LIFE INS CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $7,110 |
STADION MONEY MANAGEMENT5+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $6,444 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,294 | $73,404-92.8% | $87,103-93.9% | $67,582-92.2% |
| Participation rate | 41.0% | 80.9%-39.9pp | 76.9%-35.9pp | 71.3%-30.3pp |
| Annual return | 16.27% | 48.29%-32.0pp | 28.19%-11.9pp | 378.57%-362.3pp |
| Employer contribution / active EE | $103 | $2,014-94.9% | $2,521-95.9% | $2,148-95.2% |
| Participant deferral / active EE | $542 | $3,913-86.1% | $4,049-86.6% | $3,539-84.7% |
| Admin fee / account holder | $46 | $142-67.3% | $7,491-99.4% | $142-67.5% |