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| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP7 years Service code 15 · EIN 13-3758127 | Recordkeeping | $67,924 |
STADION MONEY MANAGEMENT7 years Filed as: STADION MONEY MANAGEMENT INC Service code 28 · EIN 45-1564286 | Investment Management | $44,324 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,920 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 16 · EIN 13-2646110 | Consulting | $20,000 |
DIVISION A PENSION FUND9+ years Service code 13 · EIN 13-2569697 | Contract Administrator | $10,819 |
PITTA LLP7 years Service code 29 · EIN 26-3852082 | Legal | $8,174 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 49 P.O. BOX 182051 · COLUMBUS, OH 432182051 | Other Services | $5,280 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,162 | $26,114-68.7% | $58,544-86.1% | $74,440-89.0% |
| Participation rate | 96.5% | 32.1%+64.4pp | 50.9%+45.7pp | 70.7%+25.8pp |
| Annual return | 11.52% | 32.51%-21.0pp | 4249.56%-4238.0pp | 34.37%-22.8pp |
| Employer contribution / active EE | $215 | $536-59.8% | $1,053-79.6% | $2,638-91.8% |
| Participant deferral / active EE | $914 | $1,075-14.9% | $1,923-52.5% | $4,529-79.8% |
| Admin fee / account holder | $138 | $649-78.7% | $2,520-94.5% | $348-60.3% |