Filed August 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $9,210 |
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,897 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,458 | $102,553-59.6% | $151,611-72.7% | $66,914-38.0% |
| Participation rate | 74.3% | 85.5%-11.2pp | 87.5%-13.2pp | 69.8%+4.5pp |
| Annual return | -19.87% | -10.82%-9.0pp | 3.33%-23.2pp | 1.58%-21.5pp |
| Employer contribution / active EE | $2,541 | $4,180-39.2% | $6,166-58.8% | $2,544-0.1% |
| Participant deferral / active EE | $4,805 | $6,641-27.7% | $8,363-42.6% | $4,237+13.4% |
| Admin fee / account holder | $119 | $630-81.2% | $11,616-99.0% | $593-80.0% |