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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5 years Filed as: STADION MONEY MANAGEMENT LLC Service code 26 · EIN 45-1564286 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $19,804 |
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,196 | $79,223-39.2% | $102,460-53.0% | $74,478-35.3% |
| Participation rate | 59.9% | 74.8%-14.8pp | 76.5%-16.6pp | 67.2%-7.3pp |
| Annual return | 14.23% | 54.98%-40.8pp | 29.47%-15.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $1,111 | $2,363-53.0% | $3,025-63.3% | $2,626-57.7% |
| Participant deferral / active EE | $2,986 | $4,417-32.4% | $5,056-41.0% | $4,350-31.4% |
| Admin fee / account holder | $130 | $2,003-93.5% | $9,460-98.6% | $1,946-93.3% |