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| Provider | Service type | Compensation |
|---|---|---|
PENSION DESIGN SERVICES, INC5+ years Service code 15 · EIN 11-2854627 | Recordkeeping | $9,503 |
STADION MONEY MANAGEMENT5+ years Filed as: STADION MANAGEMENT FEE Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,242 |
AMERITAS LIFE INSURANCE CORP2 years 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.
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).
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 | $17,626 | $31,679-44.4% | $74,719-76.4% | $65,185-73.0% |
| Participation rate | 22.0% | 40.4%-18.3pp | 54.5%-32.5pp | 70.2%-48.2pp |
| Annual return | 15.11% | 39.04%-23.9pp | 753.05%-737.9pp | 29.38%-14.3pp |
| Employer contribution / active EE | $64 | $566-88.7% | $1,084-94.1% | $2,177-97.1% |
| Participant deferral / active EE | $492 | $1,191-58.7% | $1,963-75.0% | $3,514-86.0% |
| Admin fee / account holder | $166 | $379-56.2% | $3,334-95.0% | $847-80.4% |