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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,556 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $57,331 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $7,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,782 | $88,324-52.7% | $115,038-63.7% | $55,191-24.3% |
| Participation rate | 87.7% | 72.5%+15.1pp | 81.4%+6.3pp | 69.2%+18.5pp |
| Annual return | -6.28% | 6.30%-12.6pp | 26.14%-32.4pp | 10.78%-17.1pp |
| Employer contribution / active EE | $1,819 | $2,805-35.1% | $4,608-60.5% | $1,899-4.2% |
| Participant deferral / active EE | $3,057 | $5,042-39.4% | $6,026-49.3% | $3,046+0.4% |
| Admin fee / account holder | $439 | $105+316.4% | $8,175-94.6% | $91+383.4% |