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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT LLC Service code 28 · EIN 45-1564286 | Investment Management | $13,969 |
AMERITAS LIFE INSURANCE CORP3 years Service code 15 · EIN 47-0098400 | Recordkeeping | $6,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,707 | $86,949+10.1% | $102,460-6.6% | $80,959+18.2% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.7%0pp |
| Annual return | 7.97% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,049 | $2,370-55.7% | $3,025-65.3% | $2,757-62.0% |
| Participant deferral / active EE | $2,782 | $4,121-32.5% | $5,056-45.0% | $4,300-35.3% |
| Admin fee / account holder | $223 | $8,048-97.2% | $9,460-97.6% | $6,925-96.8% |