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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT7+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $15,101 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $10,690 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $8,243 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,532 | $71,873+628.4% | $86,698+503.9% | $68,490+664.4% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -12.94% | 3.54%-16.5pp | 35.96%-48.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,810 | $2,173-16.7% | $2,837-36.2% | $2,597-30.3% |
| Participant deferral / active EE | $1,871 | $3,779-50.5% | $4,656-59.8% | $4,028-53.5% |
| Admin fee / account holder | $5,668 | $6,110-7.2% | $7,492-24.3% | $5,403+4.9% |