Filed January 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $38,590 |
Filed as: PRIME PENSIONS INC Service code 15 · EIN 46-1224594 | Recordkeeping | $11,883 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,597 | $78,529+52.3% | $105,591+13.3% | $74,400+60.7% |
| Participation rate | 39.4% | 72.8%-33.4pp | 75.3%-35.9pp | 67.2%-27.8pp |
| Annual return | 9.69% | 15.94%-6.3pp | 116.43%-106.7pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $290 | $2,522-88.5% | $3,166-90.9% | $2,624-89.0% |
| Participant deferral / active EE | $2,225 | $4,321-48.5% | $5,008-55.6% | $4,348-48.8% |
| Admin fee / account holder | $581 | $2,216-73.8% | $11,024-94.7% | $1,944-70.1% |