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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 27 · EIN 45-1564286 | Advisory (Plan) | $30,914 |
KIMBERLIN COMPANY, PLLC1 year Filed as: KIMBERLIN COMPANY PLLC Service code 10 2151 E BROADWAY ROAD · TEMPE, AZ 85282 | Accounting | $9,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $375 |
Filed as: MML INVESTORS SERVICES Service code 53 · EIN 04-2746212 4350 CONGRESS ST · CHARLOTTE, NC 28209 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,134 | $91,179+14.2% | $178,499-41.7% | $79,852+30.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.92% | 24.19%-13.3pp | 151.10%-140.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $7,255 | $3,256+122.8% | $5,011+44.8% | $2,471+193.6% |
| Participant deferral / active EE | $7,311 | $3,236+125.9% | $5,202+40.5% | $3,740+95.5% |
| Admin fee / account holder | $375 | $6,749-94.4% | $13,986-97.3% | $5,306-92.9% |