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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,504 |
Filed as: BRANDYWINE BENEFITS COMPANY Service code 15 · EIN 20-1960667 | Recordkeeping | $3,309 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,789 | $70,002-71.7% | $115,038-82.8% | $52,331-62.2% |
| Participation rate | 60.2% | 72.1%-11.9pp | 81.4%-21.2pp | 68.1%-7.9pp |
| Annual return | -1.25% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $831 | $4,920-83.1% | $6,026-86.2% | $3,022-72.5% |
| Admin fee / account holder | $183 | $566-67.7% | $8,175-97.8% | $592-69.1% |