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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $2,009 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 780 JOHNSON FERRY ROAD, SUITE 375 · ATLANTA, GA 30342 | Recordkeeping | $225 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,422 | $155,795-97.2% | $136,297-96.8% | $69,631-93.6% |
| Participation rate | 29.6% | 75.2%-45.6pp | 81.9%-52.3pp | 70.7%-41.1pp |
| Annual return | 28.36% | 232464.33%-232436.0pp | 5156.16%-5127.8pp | 27571.02%-27542.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $303 | $5,394-94.4% | $6,247-95.1% | $3,224-90.6% |
| Admin fee / account holder | $13 | $128-89.5% | $9,244-99.9% | $110-87.8% |