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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,266 |
DUNBAR, BENDER & ZAPF, INC.8+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $7,215 |
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,227 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,036 | $49,451-8.9% | $79,580-43.4% | $66,938-32.7% |
| Participation rate | 99.3% | 61.3%+37.9pp | 69.5%+29.8pp | 69.8%+29.5pp |
| Annual return | -15.33% | 84.25%-99.6pp | 0.15%-15.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,286 | $1,266+1.6% | $2,413-46.7% | $2,545-49.5% |
| Participant deferral / active EE | $4,166 | $3,159+31.9% | $3,985+4.5% | $4,238-1.7% |
| Admin fee / account holder | $291 | $595-51.1% | $6,835-95.7% | $594-51.0% |