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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 15 · EIN 13-2656036 | Recordkeeping | $433 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $14 |
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.
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 | $17,911 | $46,732-61.7% | $156,551-88.6% | $55,167-67.5% |
| Participation rate | 34.2% | 65.8%-31.6pp | 84.0%-49.8pp | 69.0%-34.7pp |
| Annual return | 6.71% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $315 | $2,105-85.0% | $5,501-94.3% | $1,963-84.0% |
| Participant deferral / active EE | $477 | $2,204-78.4% | $4,871-90.2% | $3,054-84.4% |
| Admin fee / account holder | $160 | $418-61.8% | $13,028-98.8% | $504-68.3% |