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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $12,999 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $10,285 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $4,256 |
Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,796 | $73,638-60.9% | $95,964-70.0% | $73,497-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 4.03% | 16.78%-12.8pp | 91.64%-87.6pp | 28.51%-24.5pp |
| Employer contribution / active EE | $1,694 | $1,863-9.1% | $2,541-33.3% | $2,270-25.4% |
| Participant deferral / active EE | $1,668 | $3,617-53.9% | $4,167-60.0% | $3,740-55.4% |
| Admin fee / account holder | $230 | $482-52.4% | $6,797-96.6% | $513-55.3% |