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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 49 · EIN 45-1564286 | Other Services | $9,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,696 | $49,138-35.5% | $84,023-62.3% | $65,186-51.4% |
| Participation rate | 48.4% | 60.7%-12.3pp | 69.0%-20.6pp | 70.2%-21.8pp |
| Annual return | 17.87% | 23.00%-5.1pp | 71.32%-53.5pp | 29.39%-11.5pp |
| Employer contribution / active EE | $268 | $914-70.7% | $1,984-86.5% | $2,177-87.7% |
| Participant deferral / active EE | $1,690 | $2,397-29.5% | $3,239-47.8% | $3,514-51.9% |
| Admin fee / account holder | $140 | $543-74.2% | $6,102-97.7% | $847-83.4% |