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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATORS Service code 15 · EIN 61-1291181 269 WEST MAIN ST · LEXINGTON, KY 40507 | Recordkeeping | $28,966 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 RPCP COMPENSATION PROC · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,431 |
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $12,299 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $9,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,453 | $52,293-78.1% | $178,503-93.6% | $73,412-84.4% |
| Participation rate | 69.8% | 65.3%+4.5pp | 81.9%-12.1pp | 72.2%-2.4pp |
| Annual return | 14.54% | 34.75%-20.2pp | 151.12%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $944 | $1,736-45.6% | $5,011-81.2% | $2,234-57.7% |
| Participant deferral / active EE | $1,428 | $2,333-38.8% | $5,202-72.6% | $3,806-62.5% |
| Admin fee / account holder | $186 | $127+46.3% | $13,987-98.7% | $158+18.0% |