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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,692 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 | Recordkeeping | $75 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $51 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $72,033 | $35,183+104.7% | $73,545-2.1% | $70,131+2.7% |
| Participation rate | 53.2% | 42.9%+10.3pp | 54.9%-1.7pp | 69.5%-16.3pp |
| Annual return | 20.47% | 26.90%-6.4pp | -15.16%+35.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,230 | $1,220+164.8% | $1,806+78.9% | $3,332-3.0% |
| Admin fee / account holder | $72 | $2,302-96.9% | $2,320-96.9% | $4,645-98.5% |