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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGMENT Service code 28 · EIN 58-2099805 | Investment Management | $9,748 |
401K ADVISORS INC1 year Filed as: 401K ADMINISTRSTORS, INC. Service code 15 14726 RAMONA AVE, · CHINO, CA 91710 | Recordkeeping | $950 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,959 | $57,384-67.0% | $106,387-82.2% | $56,289-66.3% |
| Participation rate | 41.4% | 71.3%-29.9pp | 77.5%-36.0pp | 69.9%-28.4pp |
| Annual return | -3.72% | 5.91%-9.6pp | 0.25%-4.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $579 | $3,799-84.7% | $5,421-89.3% | $3,350-82.7% |
| Admin fee / account holder | $9 | $566-98.3% | $7,510-99.9% | $521-98.2% |