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 | $9,822 |
AMERITAS LIFE INSURANCE CORP4+ years Service code 15 · EIN 47-0098400 | Recordkeeping | $2,782 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,804 | $122,239-62.5% | $184,203-75.1% | $74,495-38.5% |
| Participation rate | 77.7% | 85.5%-7.8pp | 86.8%-9.1pp | 67.2%+10.5pp |
| Annual return | 15.42% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,627 | $4,537-42.1% | $6,427-59.1% | $2,623+0.1% |
| Participant deferral / active EE | $5,441 | $7,139-23.8% | $9,131-40.4% | $4,346+25.2% |
| Admin fee / account holder | $112 | $1,260-91.1% | $13,901-99.2% | $1,942-94.3% |