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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $2,481 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 15 · EIN 13-2656036 | Recordkeeping | $2,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,080 | $51,466-70.7% | $78,778-80.9% | $62,293-75.8% |
| Participation rate | 57.9% | 59.8%-1.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 17.11% | 19.96%-2.8pp | 35.62%-18.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,045 | $827+26.3% | $1,986-47.4% | $2,042-48.9% |
| Participant deferral / active EE | $1,921 | $2,147-10.5% | $2,958-35.1% | $3,169-39.4% |
| Admin fee / account holder | $48 | $489-90.2% | $5,134-99.1% | $479-90.0% |