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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $54,516 |
Filed as: GUARDIAN RETIREMENT SVS Service code 15 · EIN 13-2656036 | Recordkeeping | $4,500 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $3,964 |
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.
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 | $56,431 | $37,213+51.6% | $156,551-64.0% | $63,975-11.8% |
| Participation rate | 40.6% | 65.0%-24.4pp | 84.0%-43.4pp | 71.1%-30.6pp |
| Annual return | 8.33% | 47.89%-39.6pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,495 | $2,070-27.8% | $4,871-69.3% | $3,356-55.4% |
| Admin fee / account holder | $135 | $56+140.0% | $13,028-99.0% | $70+91.9% |