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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,371 |
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $7,554 |
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $676 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,045 | $79,519-55.9% | $95,956-63.5% | $73,412-52.3% |
| Participation rate | 48.0% | 81.2%-33.1pp | 77.1%-29.0pp | 72.2%-24.1pp |
| Annual return | 10.50% | 19.20%-8.7pp | 91.63%-81.1pp | 59.30%-48.8pp |
| Employer contribution / active EE | $682 | $2,048-66.7% | $2,541-73.1% | $2,234-69.5% |
| Participant deferral / active EE | $1,146 | $4,138-72.3% | $4,167-72.5% | $3,806-69.9% |
| Admin fee / account holder | $134 | $184-27.2% | $6,797-98.0% | $158-15.0% |