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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,597 |
DUNBAR, BENDER & ZAPF, INC.4+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $5,910 |
STADION MONEY MANAGEMENT4+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $42,548-100.0% | $74,551-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -5.38% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,151 | $855+34.6% | $1,961-41.3% | $2,111-45.5% |
| Participant deferral / active EE | $3,402 | $2,277+49.4% | $3,108+9.5% | $3,350+1.6% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |