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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $169,603 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $73,485 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $43,276 |
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 | $22,762 | $31,370-27.4% | $74,577-69.5% | $63,975-64.4% |
| Participation rate | 53.6% | 42.6%+11.0pp | 68.1%-14.5pp | 71.1%-17.5pp |
| Annual return | 6.74% | -105.16%+111.9pp | 20.47%-13.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $799 | $822-2.9% | $2,525-68.4% | $2,182-63.4% |
| Participant deferral / active EE | $1,397 | $1,560-10.5% | $3,458-59.6% | $3,356-58.4% |
| Admin fee / account holder | $325 | $77+324.0% | $4,138-92.1% | $70+362.1% |