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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $26,678 |
HILEMAN ASSOCIATES, INC.1+ years Filed as: HILEMAN ASSOCIATES Service code 15 · EIN 34-1373917 136 N. SUMMIT STREET · TOLEDO, OK 43604 | Recordkeeping | $7,870 |
STADION MONEY MANAGEMENT1+ years Filed as: SATDION MONEY MANAGEMENT Service code 26 · EIN 58-2099805 | Advisory (Participants) | $79 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,574 | $39,458-73.2% | $60,547-82.5% | $55,191-80.8% |
| Participation rate | 34.6% | 59.6%-25.0pp | 68.0%-33.3pp | 69.2%-34.5pp |
| Annual return | -1.12% | 3.35%-4.5pp | 335.64%-336.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $137 | $1,210-88.7% | $2,419-94.3% | $1,899-92.8% |
| Participant deferral / active EE | $701 | $2,140-67.2% | $3,328-78.9% | $3,046-77.0% |
| Admin fee / account holder | $94 | $95-1.1% | $4,536-97.9% | $91+3.7% |