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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,365 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $18,927 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 RPCP COMPENSATION PROC · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,537 |
BENEFITS ADMINISTRATORS, LLC2 years Filed as: BENEFITS ADMINISTRATORS Service code 15 · EIN 61-1291181 269 WEST MAIN ST · LEXINGTON, KY 40507 | Recordkeeping | $15,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,103 | $56,485-68.0% | $185,823-90.3% | $86,799-79.1% |
| Participation rate | 65.3% | 65.5%-0.1pp | 81.7%-16.4pp | 72.3%-6.9pp |
| Annual return | 13.77% | 118.04%-104.3pp | 122.05%-108.3pp | 97.91%-84.1pp |
| Employer contribution / active EE | $958 | $1,843-48.0% | $5,167-81.5% | $2,405-60.2% |
| Participant deferral / active EE | $1,746 | $2,553-31.6% | $5,568-68.6% | $4,131-57.7% |
| Admin fee / account holder | $236 | $150+57.5% | $16,237-98.5% | $170+39.0% |