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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $120,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,714-100.0% | $91,227-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.2%-73.2pp | 69.8%-69.8pp |
| Annual return | -11.65% | -12.25%+0.6pp | 114.14%-125.8pp | 1.57%-13.2pp |
| Employer contribution / active EE | $19,714 | $1,710+1052.6% | $2,851+591.4% | $2,545+674.5% |
| Participant deferral / active EE | $4,339 | $3,355+29.3% | $4,234+2.5% | $4,239+2.4% |
| Admin fee / account holder | $0 | $521-100.0% | $5,423-100.0% | $594-100.0% |