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| Provider | Service type | Compensation |
|---|---|---|
PENSION DESIGN SERVICES, INC2+ years Service code 50 · EIN 11-2854627 | Direct Payment | $8,613 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MANAGEMENT FEE Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $8,339 |
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 | $19,011 | $25,723-26.1% | $69,182-72.5% | $55,167-65.5% |
| Participation rate | 18.5% | 39.4%-21.0pp | 55.1%-36.6pp | 69.0%-50.5pp |
| Annual return | 4.10% | 9.56%-5.5pp | -21.93%+26.0pp | 169.23%-165.1pp |
| Employer contribution / active EE | $53 | $480-89.0% | $1,206-95.6% | $1,963-97.3% |
| Participant deferral / active EE | $379 | $963-60.7% | $1,897-80.0% | $3,054-87.6% |
| Admin fee / account holder | $193 | $365-47.2% | $2,697-92.9% | $504-61.8% |