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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT7+ years Service code 49 · EIN 45-1564286 | Other Services | $13,078 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,145 | $59,220-32.2% | $96,572-58.4% | $79,389-49.4% |
| Participation rate | 51.9% | 61.9%-10.1pp | 69.8%-18.0pp | 70.7%-18.9pp |
| Annual return | 12.11% | 27.08%-15.0pp | 37.79%-25.7pp | 116.89%-104.8pp |
| Employer contribution / active EE | $287 | $1,216-76.4% | $2,357-87.8% | $2,428-88.2% |
| Participant deferral / active EE | $2,678 | $2,948-9.2% | $3,850-30.4% | $4,046-33.8% |
| Admin fee / account holder | $145 | $659-78.0% | $6,183-97.7% | $626-76.8% |