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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $117,567 |
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $82,049 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $49,887 |
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 | $31,701 | $44,794-29.2% | $90,281-64.9% | $77,787-59.2% |
| Participation rate | 24.5% | 66.6%-42.1pp | 73.3%-48.8pp | 73.2%-48.8pp |
| Annual return | -13.28% | 28.23%-41.5pp | 78.10%-91.4pp | 32.57%-45.9pp |
| Employer contribution / active EE | $443 | $1,809-75.5% | $2,854-84.5% | $2,504-82.3% |
| Participant deferral / active EE | $1,108 | $2,642-58.1% | $3,885-71.5% | $3,967-72.1% |
| Admin fee / account holder | $399 | $94+322.6% | $5,351-92.5% | $100+298.8% |