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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $32,614 |
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $10,083 |
STALKER & ASSOCIATES, INC.4 years Service code 13 · EIN 23-2756743 | Contract Administrator | $3,148 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,403 | $88,083+36.7% | $164,813-26.9% | $74,495+61.6% |
| Participation rate | 89.7% | 73.0%+16.7pp | 78.6%+11.1pp | 67.2%+22.5pp |
| Annual return | 11.18% | 17.26%-6.1pp | 69.93%-58.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,469 | $2,593-43.3% | $4,341-66.2% | $2,623-44.0% |
| Participant deferral / active EE | $5,877 | $4,498+30.7% | $6,031-2.6% | $4,346+35.2% |
| Admin fee / account holder | $413 | $2,234-81.5% | $12,690-96.7% | $1,942-78.7% |