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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,743 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,697 |
JULY BUSINESS SERVICES2 years Service code 15 · EIN 74-2715820 | Recordkeeping | $1,100 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,978 | $51,466-45.6% | $78,778-64.5% | $62,293-55.1% |
| Participation rate | 40.3% | 59.8%-19.5pp | 69.2%-28.9pp | 69.5%-29.2pp |
| Annual return | 20.57% | 19.96%+0.6pp | 35.62%-15.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $156 | $827-81.1% | $1,986-92.1% | $2,042-92.3% |
| Participant deferral / active EE | $1,535 | $2,147-28.5% | $2,958-48.1% | $3,169-51.6% |
| Admin fee / account holder | $187 | $489-61.8% | $5,134-96.4% | $479-61.0% |