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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 13-2656036 | Recordkeeping | $3,545 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 15 · EIN 13-2656036 | Recordkeeping | $881 |
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $689 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,132 | $55,002-94.3% | $59,887-94.8% | $56,287-94.4% |
| Participation rate | 75.9% | 75.9%0pp | 74.7%+1.2pp | 69.9%+6.1pp |
| Annual return | -8.09% | 1.13%-9.2pp | 3.46%-11.6pp | -9.96%+1.9pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $736 | $3,121-76.4% | $3,402-78.4% | $3,350-78.0% |
| Admin fee / account holder | $48 | $236-79.7% | $3,591-98.7% | $521-90.8% |