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| Provider | Service type | Compensation |
|---|---|---|
PENSION DESIGN SERVICES, INC3+ years Service code 15 · EIN 11-2854627 | Recordkeeping | $8,873 |
STADION MONEY MANAGEMENT3+ years Filed as: STADION MANAGEMENT FEE Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,267 |
Service code 52 · EIN 13-2656306 | Indirect Investment Fees | $0 |
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.
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.
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 | $17,235 | $31,388-45.1% | $73,550-76.6% | $62,293-72.3% |
| Participation rate | 18.6% | 39.9%-21.2pp | 54.9%-36.3pp | 69.5%-50.9pp |
| Annual return | 10.55% | 25.34%-14.8pp | -15.16%+25.7pp | 28.90%-18.3pp |
| Employer contribution / active EE | $48 | $498-90.3% | $1,219-96.1% | $2,042-97.6% |
| Participant deferral / active EE | $361 | $1,028-64.9% | $1,804-80.0% | $3,169-88.6% |
| Admin fee / account holder | $181 | $299-39.5% | $2,320-92.2% | $479-62.2% |