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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,380 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 RPCP COMPENSATION PROC · SAN DIEGO, CA 921502533 | Advisory (Plan) | $17,832 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $16,840 |
BENEFITS ADMINISTRATORS, LLC3 years Filed as: BENEFITS ADMINISTRATORS Service code 15 · EIN 61-1291181 269 WEST MAIN ST · LEXINGTON, KY 40507 | Recordkeeping | $9,200 |
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 | $16,727 | $46,292-63.9% | $143,757-88.4% | $64,808-74.2% |
| Participation rate | 55.3% | 64.2%-8.9pp | 80.3%-25.0pp | 71.5%-16.2pp |
| Annual return | -14.42% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $940 | $1,910-50.8% | $4,951-81.0% | $2,506-62.5% |
| Participant deferral / active EE | $1,626 | $2,646-38.5% | $5,637-71.2% | $4,310-62.3% |
| Admin fee / account holder | $215 | $154+39.7% | $14,673-98.5% | $188+14.4% |