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| Provider | Service type | Compensation |
|---|---|---|
PENSION DESIGN SERVICES, INC4+ years Service code 15 · EIN 11-2854627 | Recordkeeping | $9,138 |
STADION MONEY MANAGEMENT4+ years Filed as: STADION MANAGEMENT FEE Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,012 |
Filed as: AMERITAS LIFE INS. CORP OF NEW YORK Service code 15 · EIN 13-3758127 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,232 | $28,109-45.8% | $71,086-78.6% | $56,287-72.9% |
| Participation rate | 21.5% | 40.4%-18.9pp | 54.7%-33.1pp | 69.9%-48.3pp |
| Annual return | -2.32% | -615.05%+612.7pp | 650.59%-652.9pp | -9.96%+7.6pp |
| Employer contribution / active EE | $63 | $558-88.8% | $1,088-94.3% | $2,111-97.0% |
| Participant deferral / active EE | $468 | $1,116-58.1% | $1,874-75.0% | $3,350-86.0% |
| Admin fee / account holder | $179 | $585-69.4% | $3,082-94.2% | $521-65.7% |