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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,254 |
STADION MONEY MANAGEMENT9 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $4,103 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $3,483 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY FINANCIAL STRATEGIES LLC/SAM Service code 27 5400 COLLEGE BLVD STE A · OVERLAND PARK, KS 66211 | Advisory (Plan) | $1,346 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,087 | $59,467-29.2% | $93,727-55.1% | $74,478-43.5% |
| Participation rate | 42.7% | 59.6%-16.9pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 14.64% | 82.14%-67.5pp | 133.83%-119.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $165 | $1,267-87.0% | $2,421-93.2% | $2,626-93.7% |
| Participant deferral / active EE | $2,221 | $3,052-27.2% | $4,417-49.7% | $4,350-48.9% |
| Admin fee / account holder | $237 | $3,028-92.2% | $8,292-97.1% | $1,946-87.8% |