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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-2656036 | Recordkeeping | $1,829 |
STADION MONEY MANAGEMENT2+ years Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,974 | $63,156-95.3% | $122,354-97.6% | $62,293-95.2% |
| Participation rate | 13.3% | 60.0%-46.7pp | 71.6%-58.3pp | 69.5%-56.2pp |
| Annual return | 71.10% | 20.61%+50.5pp | 30.28%+40.8pp | 28.90%+42.2pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $170 | $2,321-92.7% | $3,287-94.8% | $3,169-94.6% |
| Admin fee / account holder | $66 | $440-85.1% | $5,479-98.8% | $479-86.3% |