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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $186,321 |
DIVISION A PENSION FUND4+ years Service code 13 · EIN 13-2569697 | Contract Administrator | $82,784 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $25,000 |
ARMAO LLP4+ years Service code 10 · EIN 46-2754053 | Accounting | $21,872 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT INC Service code 28 · EIN 58-2099805 | Investment Management | $17,248 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 | Legal | $9,952 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $6,331 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,891 | $23,224-78.9% | $71,086-93.1% | $55,725-91.2% |
| Participation rate | 96.8% | 37.9%+58.9pp | 54.7%+42.1pp | 70.9%+25.9pp |
| Annual return | -8.03% | -2.87%-5.2pp | 650.59%-658.6pp | 244.93%-253.0pp |
| Employer contribution / active EE | $245 | $436-43.9% | $1,088-77.5% | $2,078-88.2% |
| Participant deferral / active EE | $848 | $929-8.7% | $1,874-54.8% | $3,356-74.7% |
| Admin fee / account holder | $141 | $118+19.4% | $3,082-95.4% | $115+22.3% |