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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MANAGEMENT FEE Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $8,561 |
PENSION DESIGN SERVICES, INC1+ years Service code 50 · EIN 11-2854627 | Direct Payment | $8,283 |
Service code 60 · EIN 13-2656306 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,086 | $26,805-25.1% | $59,496-66.2% | $52,331-61.6% |
| Participation rate | 18.9% | 39.3%-20.4pp | 54.6%-35.7pp | 68.1%-49.2pp |
| Annual return | -3.86% | 2.61%-6.5pp | 182.05%-185.9pp | 4.54%-8.4pp |
| Employer contribution / active EE | $55 | $450-87.7% | $1,153-95.2% | $1,882-97.1% |
| Participant deferral / active EE | $419 | $916-54.2% | $1,829-77.1% | $3,022-86.1% |
| Admin fee / account holder | $194 | $305-36.5% | $2,232-91.3% | $592-67.3% |