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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $11,438 |
HILEMAN ASSOCIATES, INC.2+ years Filed as: HILEMAN ASSOCIATES Service code 15 · EIN 34-1373917 3361 EXECUTIVE PARKWAY, STE 301 · TOLEDO, OK 43606 | Recordkeeping | $3,492 |
STADION MONEY MANAGEMENT2+ years Filed as: SATDION MONEY MANAGEMENT Service code 26 · EIN 58-2099805 | Advisory (Participants) | $34 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,616 | $39,819-70.8% | $67,834-82.9% | $57,658-79.9% |
| Participation rate | 32.9% | 61.2%-28.3pp | 68.8%-35.9pp | 70.2%-37.3pp |
| Annual return | 6.09% | 9.19%-3.1pp | 138.47%-132.4pp | 5.13%+1.0pp |
| Employer contribution / active EE | $138 | $1,277-89.2% | $2,403-94.3% | $1,974-93.0% |
| Participant deferral / active EE | $755 | $2,209-65.8% | $3,160-76.1% | $3,061-75.3% |
| Admin fee / account holder | $132 | $84+57.9% | $4,622-97.1% | $95+39.7% |