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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $9,590 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,655 |
TPA CORPORATION1 year Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,415 | $64,176-82.2% | $112,263-89.8% | $66,949-82.9% |
| Participation rate | 77.9% | 68.4%+9.4pp | 75.1%+2.8pp | 69.8%+8.1pp |
| Annual return | -20.60% | -13.80%-6.8pp | 27.49%-48.1pp | 1.57%-22.2pp |
| Employer contribution / active EE | $2,359 | $3,007-21.5% | $3,636-35.1% | $2,545-7.3% |
| Participant deferral / active EE | $2,067 | $3,694-44.0% | $4,729-56.3% | $4,239-51.3% |
| Admin fee / account holder | $213 | $626-66.0% | $6,410-96.7% | $594-64.2% |