Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION DESIGN SERVICES, INC6+ years Service code 15 · EIN 11-2854627 | Recordkeeping | $10,033 |
STADION MONEY MANAGEMENT6+ years Filed as: STADION MANAGEMENT FEE Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,891 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INS. CORP OF NEW YORK Service code 15 · EIN 13-3758127 | Recordkeeping | $3,223 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,404 | $35,986-46.1% | $77,513-75.0% | $73,493-73.6% |
| Participation rate | 33.1% | 40.8%-7.7pp | 54.2%-21.0pp | 70.7%-37.5pp |
| Annual return | 13.14% | 19.26%-6.1pp | 54.81%-41.7pp | 28.51%-15.4pp |
| Employer contribution / active EE | $94 | $557-83.1% | $987-90.5% | $2,270-95.9% |
| Participant deferral / active EE | $663 | $1,198-44.6% | $1,861-64.4% | $3,740-82.3% |
| Admin fee / account holder | $192 | $466-58.8% | $2,859-93.3% | $513-62.6% |