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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,023 |
Filed as: BRANDYWINE BENEFITS COMPNAY Service code 15 · EIN 20-1960667 | Recordkeeping | $5,000 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $791 |
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.
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 | $23,422 | $75,183-68.8% | $123,894-81.1% | $55,167-57.5% |
| Participation rate | 42.3% | 72.8%-30.5pp | 81.4%-39.1pp | 69.0%-26.7pp |
| Annual return | 8.25% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $798 | $5,084-84.3% | $5,984-86.7% | $3,054-73.9% |
| Admin fee / account holder | $227 | $663-65.8% | $8,357-97.3% | $504-55.0% |