Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HWY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: MESIROW Service code 26 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Participants) | $0 |
STADION MONEY MANAGEMENT1 year Filed as: STADION Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,825 | $56,540+88.9% | $185,851-42.5% | $86,821+23.0% |
| Participation rate | 1.5% | 65.5%-64.0pp | 81.7%-80.2pp | 72.3%-70.8pp |
| Annual return | 70990.09% | 118.20%+70871.9pp | 122.11%+70868.0pp | 97.94%+70892.1pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $14 | $2,555-99.5% | $5,569-99.8% | $4,132-99.7% |
| Admin fee / account holder | $599 | $150+300.4% | $16,245-96.3% | $170+253.4% |