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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,339 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $9,670 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $6,555 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,216 | $80,992-75.0% | $96,534-79.1% | $75,173-73.1% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 10.01% | 27.05%-17.0pp | 25.88%-15.9pp | 160.72%-150.7pp |
| Employer contribution / active EE | $1,783 | $2,283-21.9% | $2,965-39.9% | $2,671-33.3% |
| Participant deferral / active EE | $1,954 | $3,929-50.3% | $4,851-59.7% | $4,126-52.7% |
| Admin fee / account holder | $174 | $6,717-97.4% | $8,253-97.9% | $5,651-96.9% |