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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $10,571 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $5,173 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 15 4520 COOPER ROAD · CINCINNATI, OH 452425689 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $23,104 | $31,109-25.7% | $67,704-65.9% | $52,331-55.9% |
| Participation rate | 29.9% | 54.0%-24.1pp | 67.5%-37.6pp | 68.1%-38.2pp |
| Annual return | -4.61% | 23.70%-28.3pp | 25.41%-30.0pp | 4.54%-9.1pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $971 | $1,970-50.7% | $3,585-72.9% | $3,022-67.9% |
| Admin fee / account holder | $319 | $466-31.6% | $4,255-92.5% | $592-46.1% |