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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1301 S HARRISON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $24,506 |
Service code 15 PO BOX 54 · FRANKLIN SQUARE, NY 110100054 | Recordkeeping | $4,290 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,781 | $95,415+40.2% | $185,851-28.0% | $85,851+55.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.67% | 23.59%-12.9pp | 122.11%-111.4pp | 318.63%-308.0pp |
| Employer contribution / active EE | $8,847 | $3,314+167.0% | $5,168+71.2% | $2,565+244.8% |
| Participant deferral / active EE | $5,490 | $3,424+60.3% | $5,569-1.4% | $3,952+38.9% |
| Admin fee / account holder | $773 | $7,215-89.3% | $16,245-95.2% | $6,261-87.6% |