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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $17,522 |
INTEGRITY PENSION SERVICES, LLC1+ years Service code 15 · EIN 46-4211296 | Recordkeeping | $2,200 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,864 | $38,925-46.4% | $73,843-71.7% | $55,191-62.2% |
| Participation rate | 45.7% | 66.0%-20.3pp | 73.4%-27.7pp | 69.2%-23.5pp |
| Annual return | -3.26% | 6.31%-9.6pp | 2267.84%-2271.1pp | 10.78%-14.0pp |
| Employer contribution / active EE | $730 | $1,695-56.9% | $2,787-73.8% | $1,899-61.6% |
| Participant deferral / active EE | $1,109 | $2,351-52.8% | $3,583-69.0% | $3,046-63.6% |
| Admin fee / account holder | $94 | $83+13.3% | $4,880-98.1% | $91+3.5% |