Filed July 12, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $121,409 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO. Service code 15 · EIN 13-2656306 | Recordkeeping | $44,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,012 | $68,413+12.6% | $123,105-37.4% | $55,191+39.5% |
| Participation rate | 89.5% | 84.5%+5.0pp | 86.8%+2.7pp | 69.2%+20.3pp |
| Annual return | -3.44% | 6.30%-9.7pp | 13.22%-16.7pp | 10.78%-14.2pp |
| Employer contribution / active EE | $4,043 | $3,050+32.6% | $5,151-21.5% | $1,899+113.0% |
| Participant deferral / active EE | $4,451 | $4,490-0.9% | $6,229-28.5% | $3,046+46.1% |
| Admin fee / account holder | $330 | $88+275.5% | $9,014-96.3% | $91+263.3% |