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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $42,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $219,661 | $55,122+298.5% | $104,639+109.9% | $73,497+198.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 17.78% | 24.77%-7.0pp | 340.67%-322.9pp | 28.51%-10.7pp |
| Employer contribution / active EE | $11,041 | $1,464+654.0% | $2,682+311.7% | $2,270+386.4% |
| Participant deferral / active EE | $2,429 | $2,919-16.8% | $3,738-35.0% | $3,740-35.1% |
| Admin fee / account holder | $278 | $423-34.3% | $6,465-95.7% | $513-45.9% |