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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP6 years Service code 15 · EIN 13-3758127 | Recordkeeping | $47,020 |
STADION MONEY MANAGEMENT6 years Filed as: STADION MONEY MANAGEMENT INC Service code 28 · EIN 45-1564286 | Investment Management | $43,408 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $35,938 |
DIVISION A PENSION FUND8+ years Service code 13 · EIN 13-2569697 | Contract Administrator | $13,750 |
PITTA LLP6 years Service code 29 · EIN 26-3852082 | Legal | $8,474 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 16 · EIN 13-2646110 | Consulting | $8,333 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,112 | $30,107-76.4% | $61,452-88.4% | $64,819-89.0% |
| Participation rate | 98.1% | 36.4%+61.7pp | 52.6%+45.6pp | 71.5%+26.7pp |
| Annual return | -15.70% | -13.99%-1.7pp | 338.96%-354.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $214 | $537-60.1% | $1,160-81.5% | $2,507-91.4% |
| Participant deferral / active EE | $975 | $1,126-13.4% | $2,125-54.1% | $4,311-77.4% |
| Admin fee / account holder | $108 | $148-27.3% | $2,131-94.9% | $188-42.6% |