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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,060 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $13,198 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $2,260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $61,256 | $52,678+16.3% | $75,784-19.2% | $59,633+2.7% |
| Participation rate | 83.8% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.1pp |
| Annual return | -1.21% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,394 | $2,193-36.4% | $3,323-58.0% | $2,203-36.7% |
| Participant deferral / active EE | $6,298 | $2,591+143.1% | $3,652+72.5% | $3,192+97.3% |
| Admin fee / account holder | $397 | $3,610-89.0% | $5,300-92.5% | $4,297-90.8% |