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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $12,114 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $5,286 |
Service code 52 · EIN 13-2656036 | Indirect Investment Fees | $1,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,159 | $98,750-45.2% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 88.5% | 75.8%+12.8pp | 82.5%+6.0pp | 69.6%+18.9pp |
| Annual return | 10.28% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $324 | $3,216-89.9% | $4,644-93.0% | $2,471-86.9% |
| Participant deferral / active EE | $2,495 | $5,680-56.1% | $6,842-63.5% | $3,740-33.3% |
| Admin fee / account holder | $217 | $6,053-96.4% | $9,309-97.7% | $5,306-95.9% |