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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $91,688 |
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $53,695 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $16,702 |
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).
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 | $33,102 | $47,634-30.5% | $90,461-63.4% | $90,274-63.3% |
| Participation rate | 28.6% | 67.5%-38.9pp | 72.7%-44.1pp | 73.4%-44.7pp |
| Annual return | 1.70% | 19.61%-17.9pp | 1294.76%-1293.1pp | 53.97%-52.3pp |
| Employer contribution / active EE | $467 | $1,749-73.3% | $3,264-85.7% | $2,523-81.5% |
| Participant deferral / active EE | $1,397 | $2,824-50.5% | $3,964-64.8% | $4,231-67.0% |
| Admin fee / account holder | $376 | $106+254.7% | $5,617-93.3% | $114+229.8% |