Filed August 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC- Service code 28 · EIN 45-1564286 | Investment Management | $8,414 |
AMERITAS LIFE INSURANCE CORP3+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $3,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,780 | $125,758-66.0% | $169,993-74.8% | $75,163-43.1% |
| Participation rate | 78.6% | 83.6%-5.0pp | 87.0%-8.4pp | 67.2%+11.4pp |
| Annual return | 19.27% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,148 | $4,615-31.8% | $6,785-53.6% | $2,670+17.9% |
| Participant deferral / active EE | $5,379 | $6,837-21.3% | $10,408-48.3% | $4,125+30.4% |
| Admin fee / account holder | $107 | $8,173-98.7% | $12,815-99.2% | $5,651-98.1% |