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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 | $9,821 |
THE VARGO COMPANY1+ years Service code 50 · EIN 27-4305376 4932 IROQUOIS AVE · ERIE, PA 16511 | Direct Payment | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,495 | $46,732-66.8% | $156,549-90.1% | $55,167-71.9% |
| Participation rate | 62.5% | 65.8%-3.3pp | 84.0%-21.5pp | 69.0%-6.5pp |
| Annual return | -2.32% | 17.72%-20.0pp | 32.23%-34.6pp | 169.23%-171.6pp |
| Employer contribution / active EE | $522 | $2,105-75.2% | $5,501-90.5% | $1,963-73.4% |
| Participant deferral / active EE | $1,167 | $2,204-47.0% | $4,871-76.0% | $3,054-61.8% |
| Admin fee / account holder | $82 | $418-80.4% | $13,027-99.4% | $504-83.7% |