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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,000 |
DUNBAR, BENDER & ZAPF, INC.6+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $7,525 |
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $723 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,616 | $54,573-10.9% | $90,970-46.6% | $73,497-33.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 13.17% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,047 | $991+5.6% | $2,122-50.7% | $2,270-53.9% |
| Participant deferral / active EE | $3,015 | $2,517+19.8% | $3,373-10.6% | $3,740-19.4% |
| Admin fee / account holder | $256 | $521-50.9% | $5,961-95.7% | $513-50.1% |