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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $9,305 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,230 |
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.
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 | $34,290 | $64,954-47.2% | $115,752-70.4% | $62,293-45.0% |
| Participation rate | 60.0% | 73.0%-13.0pp | 77.8%-17.8pp | 69.5%-9.5pp |
| Annual return | 16.83% | 24.87%-8.0pp | 19.41%-2.6pp | 28.90%-12.1pp |
| Employer contribution / active EE | $996 | $2,344-57.5% | $3,492-71.5% | $2,042-51.2% |
| Participant deferral / active EE | $1,781 | $3,665-51.4% | $5,204-65.8% | $3,169-43.8% |
| Admin fee / account holder | $266 | $414-35.8% | $6,278-95.8% | $479-44.6% |