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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT LLC Service code 26 · EIN 45-1564286 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $16,011 |
AMERITAS LIFE INSURANCE CORP4 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,634 |
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 | $45,611 | $76,112-40.1% | $96,534-52.8% | $71,511-36.2% |
| Participation rate | 63.2% | 74.4%-11.2pp | 76.0%-12.8pp | 67.9%-4.7pp |
| Annual return | 15.14% | 22.81%-7.7pp | 25.88%-10.7pp | 28.86%-13.7pp |
| Employer contribution / active EE | $1,092 | $2,248-51.4% | $2,965-63.2% | $2,589-57.8% |
| Participant deferral / active EE | $3,151 | $4,217-25.3% | $4,851-35.0% | $4,291-26.6% |
| Admin fee / account holder | $142 | $2,708-94.8% | $8,253-98.3% | $1,588-91.1% |