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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $14,851 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $10,089 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,004 | $55,453-78.4% | $170,435-93.0% | $62,293-80.7% |
| Participation rate | 67.0% | 66.4%+0.7pp | 83.6%-16.6pp | 69.5%-2.5pp |
| Annual return | 13.73% | 21.38%-7.6pp | 205.94%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $247 | $2,164-88.6% | $5,432-95.4% | $2,042-87.9% |
| Participant deferral / active EE | $1,104 | $2,303-52.1% | $4,939-77.6% | $3,169-65.2% |
| Admin fee / account holder | $130 | $455-71.4% | $13,881-99.1% | $479-72.9% |