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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,774 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,574 |
THE HASLAUER GROUP, INC.2+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 700 HICKORY AVE · HARAHAN, LA 70123 | Recordkeeping | $750 |
Filed as: JOHN HANCOCK LIFE INSURANCE U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $340 |
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).
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 | $27,743 | $44,425-37.6% | $67,834-59.1% | $55,167-49.7% |
| Participation rate | 43.4% | 59.7%-16.3pp | 68.8%-25.4pp | 69.0%-25.6pp |
| Annual return | 7.85% | 17.80%-10.0pp | 138.47%-130.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,451 | $1,351+7.3% | $2,403-39.6% | $1,963-26.1% |
| Participant deferral / active EE | $2,157 | $2,166-0.4% | $3,160-31.7% | $3,054-29.4% |
| Admin fee / account holder | $310 | $530-41.5% | $4,622-93.3% | $504-38.4% |