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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $113,328 |
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $69,657 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $49,194 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,396 | $37,884-17.1% | $79,467-60.5% | $75,289-58.3% |
| Participation rate | 33.0% | 65.0%-32.0pp | 73.3%-40.4pp | 72.4%-39.5pp |
| Annual return | 26.39% | 1.06%+25.3pp | 718.30%-691.9pp | -0.04%+26.4pp |
| Employer contribution / active EE | $532 | $1,680-68.3% | $2,800-81.0% | $2,405-77.9% |
| Participant deferral / active EE | $1,418 | $2,569-44.8% | $3,704-61.7% | $3,739-62.1% |
| Admin fee / account holder | $324 | $77+323.1% | $5,104-93.7% | $102+216.7% |