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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,688 |
STADION MONEY MANAGEMENT4 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $50,923 |
Filed as: PINNACLE AN NPPG COMPANY Service code 15 220 CONGRESS PARK DRIVE · DELRAY BEACH, FL 33445 | Recordkeeping | $42,951 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,616 | $44,794-58.4% | $90,300-79.4% | $77,775-76.1% |
| Participation rate | 40.7% | 66.6%-25.9pp | 73.3%-32.6pp | 73.2%-32.5pp |
| Annual return | 11.05% | 28.23%-17.2pp | 78.11%-67.1pp | 32.58%-21.5pp |
| Employer contribution / active EE | $775 | $1,809-57.2% | $2,854-72.8% | $2,504-69.1% |
| Participant deferral / active EE | $2,159 | $2,642-18.3% | $3,884-44.4% | $3,966-45.6% |
| Admin fee / account holder | $245 | $94+159.9% | $5,353-95.4% | $100+145.2% |