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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $22,608 |
Filed as: PREMIER RETIREMENT SERVICES Service code 50 · EIN 93-1327877 25195 SW PARKWAY AVENUE · WILSONVILLE, OR 97070 | Direct Payment | $14,151 |
Service code 62 · EIN 13-2656036 3900 BURGESS PLACE · THREE SOUTH BETHLEHEM, PA 18017 | Float revenue; Recordkeeping fees | $534 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,619 | $33,745-56.7% | $64,105-77.2% | $55,191-73.5% |
| Participation rate | 76.7% | 59.4%+17.3pp | 68.2%+8.5pp | 69.2%+7.5pp |
| Annual return | -3.01% | 4.95%-8.0pp | 791.24%-794.2pp | 10.78%-13.8pp |
| Employer contribution / active EE | $137 | $641-78.7% | $1,820-92.5% | $1,899-92.8% |
| Participant deferral / active EE | $3,392 | $1,929+75.8% | $2,822+20.2% | $3,046+11.4% |
| Admin fee / account holder | $86 | $94-9.2% | $4,499-98.1% | $91-5.6% |