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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $6,542 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $1,032 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,109 | $79,523-76.0% | $140,019-86.4% | $56,289-66.1% |
| Participation rate | 35.5% | 85.7%-50.2pp | 87.5%-52.0pp | 69.9%-34.4pp |
| Annual return | -7.65% | 2.39%-10.0pp | 651.17%-658.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,399 | $3,350-58.2% | $5,605-75.0% | $2,111-33.7% |
| Participant deferral / active EE | $3,199 | $5,129-37.6% | $6,927-53.8% | $3,350-4.5% |
| Admin fee / account holder | $89 | $614-85.5% | $10,705-99.2% | $521-82.9% |