Filed February 11, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $60,653 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 50 · EIN 39-1816008 47 PARK PLACE, SUITE 850 · APPLETON, WI 54914 | Direct Payment | $11,029 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 60 · EIN 13-2656306 | Sub-TA Fees | $5,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,510 | $65,820-40.0% | $108,745-63.7% | $57,658-31.5% |
| Participation rate | 52.5% | 72.7%-20.2pp | 77.7%-25.2pp | 70.2%-17.8pp |
| Annual return | 7.21% | 21.32%-14.1pp | 46.22%-39.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $658 | $2,285-71.2% | $3,323-80.2% | $1,974-66.7% |
| Participant deferral / active EE | $1,723 | $3,578-51.8% | $5,121-66.4% | $3,061-43.7% |
| Admin fee / account holder | $139 | $91+52.7% | $6,144-97.7% | $95+47.2% |