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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,197 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,204 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $6,125 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,198 | $37,117-77.9% | $147,617-94.4% | $55,191-85.1% |
| Participation rate | 61.4% | 63.6%-2.2pp | 84.6%-23.2pp | 69.2%-7.7pp |
| Annual return | -5.37% | 3.44%-8.8pp | 61.98%-67.4pp | 10.78%-16.1pp |
| Employer contribution / active EE | $224 | $1,620-86.2% | $5,564-96.0% | $1,899-88.2% |
| Participant deferral / active EE | $919 | $1,985-53.7% | $4,895-81.2% | $3,046-69.8% |
| Admin fee / account holder | $134 | $86+56.8% | $11,612-98.8% | $91+47.8% |