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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $17,734 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,883 | $63,471+5.4% | $68,808-2.8% | $66,938-0.1% |
| Participation rate | 31.3% | 60.0%-28.7pp | 69.0%-37.7pp | 69.8%-38.5pp |
| Annual return | -14.77% | -8.29%-6.5pp | -6.37%-8.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,299 | $2,946+12.0% | $3,942-16.3% | $4,238-22.2% |
| Admin fee / account holder | $484 | $578-16.2% | $4,936-90.2% | $594-18.4% |