Filed February 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,302 |
Annual investment return 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 | $28,089 | $52,467-46.5% | $57,196-50.9% | $55,167-49.1% |
| Participation rate | 84.4% | 75.8%+8.6pp | 75.3%+9.1pp | 69.0%+15.4pp |
| Annual return | -0.92% | 7.72%-8.6pp | 14.59%-15.5pp | 169.23%-170.2pp |
| Employer contribution / active EE | $2,459 | $2,477-0.7% | $2,683-8.3% | $1,963+25.3% |
| Participant deferral / active EE | $2,104 | $2,830-25.7% | $3,096-32.1% | $3,054-31.1% |
| Admin fee / account holder | $77 | $269-71.3% | $3,141-97.5% | $504-84.7% |