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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years 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 MANAGEMENT2 years 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.)
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 | $95,011 | $46,332+105.1% | $143,797-33.9% | $64,824+46.6% |
| Participation rate | 1.3% | 64.2%-62.9pp | 80.3%-79.0pp | 71.5%-70.2pp |
| Annual return | 8.34% | -10.05%+18.4pp | -0.04%+8.4pp | 32.84%-24.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8 | $2,647-99.7% | $5,638-99.9% | $4,311-99.8% |
| Admin fee / account holder | $1,045 | $154+578.9% | $14,679-92.9% | $188+456.1% |