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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $3,400 |
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $1,470 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,582 | $80,753-80.7% | $136,297-88.6% | $62,293-75.0% |
| Participation rate | 48.2% | 73.5%-25.3pp | 81.9%-33.7pp | 69.5%-21.3pp |
| Annual return | 18.78% | 35.83%-17.1pp | 5156.16%-5137.4pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,016 | $2,884-64.8% | $4,696-78.4% | $2,042-50.3% |
| Participant deferral / active EE | $899 | $5,164-82.6% | $6,247-85.6% | $3,169-71.6% |
| Admin fee / account holder | $57 | $525-89.1% | $9,244-99.4% | $479-88.0% |