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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,678 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $31,613 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $11,762 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,127 | $38,925-17.5% | $73,843-56.5% | $55,191-41.8% |
| Participation rate | 48.1% | 66.0%-17.9pp | 73.4%-25.3pp | 69.2%-21.0pp |
| Annual return | -3.85% | 6.31%-10.2pp | 2267.84%-2271.7pp | 10.78%-14.6pp |
| Employer contribution / active EE | $923 | $1,695-45.5% | $2,787-66.9% | $1,899-51.4% |
| Participant deferral / active EE | $2,033 | $2,351-13.5% | $3,583-43.3% | $3,046-33.3% |
| Admin fee / account holder | $363 | $83+338.6% | $4,880-92.6% | $91+300.4% |