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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 13-3758127 | Recordkeeping | $95,971 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,537 |
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT INC Service code 28 · EIN 45-1564286 | Investment Management | $40,464 |
DIVISION A PENSION FUND6+ years Service code 13 · EIN 13-2569697 | Contract Administrator | $25,411 |
PITTA LLP4 years Service code 29 · EIN 26-3852082 | Legal | $8,392 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,159 | $29,369-75.6% | $77,513-90.8% | $73,412-90.2% |
| Participation rate | 91.7% | 37.9%+53.8pp | 54.2%+37.5pp | 72.2%+19.5pp |
| Annual return | 7.93% | 358.15%-350.2pp | 54.81%-46.9pp | 59.30%-51.4pp |
| Employer contribution / active EE | $121 | $406-70.2% | $987-87.8% | $2,234-94.6% |
| Participant deferral / active EE | $465 | $941-50.5% | $1,861-75.0% | $3,806-87.8% |
| Admin fee / account holder | $130 | $123+6.3% | $2,859-95.4% | $158-17.4% |