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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,843 |
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANGEMENT Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,921 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,411 | $46,360-51.7% | $147,618-84.8% | $52,331-57.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -3.73% | 1.62%-5.3pp | 61.98%-65.7pp | 4.54%-8.3pp |
| Employer contribution / active EE | $1,683 | $2,126-20.8% | $5,565-69.7% | $1,882-10.5% |
| Participant deferral / active EE | $3,367 | $2,258+49.2% | $4,895-31.2% | $3,022+11.4% |
| Admin fee / account holder | $152 | $766-80.2% | $11,612-98.7% | $592-74.3% |