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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 1300 SOUTH CLINTON STREET SUITE 850 · FORT WAYNE, IN 468023518 | Advisory (Participants) | $12,521 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET SUITE 850 · FORT WAYNE, IN 468023518 | Contract Administrator | $7,505 |
THE RETIREMENT ADVANTAGE INC5+ years Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $975 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,841 | $47,922-8.5% | $75,901-42.2% | $65,185-32.7% |
| Participation rate | 56.9% | 63.0%-6.1pp | 69.3%-12.3pp | 70.2%-13.3pp |
| Annual return | 15.12% | 24.12%-9.0pp | 30.76%-15.6pp | 29.38%-14.3pp |
| Employer contribution / active EE | $921 | $1,557-40.9% | $2,501-63.2% | $2,177-57.7% |
| Participant deferral / active EE | $1,604 | $2,550-37.1% | $3,603-55.5% | $3,514-54.4% |
| Admin fee / account holder | $247 | $532-53.5% | $5,420-95.4% | $847-70.8% |