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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 150 N RADNOR CHESTER RD STE A305 · RADNOR, PA 19087 | Contract Administrator | $10,853 |
STADION MONEY MANAGEMENT1+ years Filed as: STADIAN MONEY MANAGEMENT Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,554 | $52,884+95.8% | $84,751+22.2% | $55,167+87.7% |
| Participation rate | 13.1% | 67.5%-54.4pp | 76.6%-63.5pp | 69.0%-55.9pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $504 | $2,233-77.5% | $3,574-85.9% | $1,963-74.3% |
| Participant deferral / active EE | $1,341 | $2,644-49.3% | $3,712-63.9% | $3,054-56.1% |
| Admin fee / account holder | $649 | $581+11.7% | $5,333-87.8% | $504+28.8% |