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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Service code 49 · EIN 58-2099805 | Other Services | $7,367 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,755 | $70,983-62.3% | $78,778-66.0% | - |
| Participation rate | 60.6% | 57.2%+3.4pp | 69.2%-8.6pp | - |
| Annual return | 15.12% | 9.28%+5.8pp | 35.62%-20.5pp | - |
| Employer contribution / active EE | $359 | $665-46.0% | $1,986-81.9% | - |
| Participant deferral / active EE | $2,224 | $2,053+8.3% | $2,958-24.8% | - |
| Admin fee / account holder | $86 | $4,432-98.1% | $5,134-98.3% | - |