Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,120 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $10,023 |
AMERITAS LIFE INSURANCE CORP7 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $5,130 |
AMERITAS LIFE INSURANCE CORP6 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,975 | $95,404-80.1% | $113,397-83.3% | $82,637-77.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.82% | 19.08%-10.3pp | 23.20%-14.4pp | 53.51%-44.7pp |
| Employer contribution / active EE | $1,470 | $2,307-36.3% | $2,977-50.6% | $2,552-42.4% |
| Participant deferral / active EE | $1,487 | $4,220-64.8% | $5,076-70.7% | $4,126-64.0% |
| Admin fee / account holder | $151 | $9,168-98.4% | $11,957-98.7% | $7,339-97.9% |