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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 13-2656036 | Recordkeeping | $1,740 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $92 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $3,207 | $28,109-88.6% | $71,089-95.5% | $56,289-94.3% |
| Participation rate | 42.2% | 40.4%+1.8pp | 54.6%-12.4pp | 69.9%-27.6pp |
| Annual return | -13.75% | -615.05%+601.3pp | 650.65%-664.4pp | -9.96%-3.8pp |
| Employer contribution / active EE | $392 | $558-29.7% | $1,088-64.0% | $2,111-81.4% |
| Participant deferral / active EE | $516 | $1,116-53.7% | $1,873-72.4% | $3,350-84.6% |
| Admin fee / account holder | $32 | $585-94.5% | $3,082-99.0% | $521-93.8% |