Filed January 11, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $25,141 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FT. WAYNE, IN 46802 | Contract Administrator | $17,332 |
PATHWAY RETIREMENT RESOURCES2+ years Filed as: PATHWAY RETIREMENT RESOURCES, LLC Service code 15 · EIN 27-0797499 115 FRANKLIN TURNPIKE · MAHWAH, NJ 07430 | Recordkeeping | $1,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,457 | $56,640+26.2% | $78,002-8.4% | $55,167+29.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 75.5%+21.0pp | 69.0%+27.6pp |
| Annual return | 6.45% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $513 | $1,724-70.2% | $2,470-79.2% | $1,963-73.9% |
| Participant deferral / active EE | $3,839 | $2,778+38.2% | $3,497+9.8% | $3,054+25.7% |
| Admin fee / account holder | $389 | $467-16.6% | $5,481-92.9% | $504-22.8% |