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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,169 |
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $42,033 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $25,309 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,559 | $88,122-46.0% | $141,177-66.3% | $67,579-29.6% |
| Participation rate | 71.7% | 76.5%-4.7pp | 82.5%-10.7pp | 71.3%+0.5pp |
| Annual return | 8.15% | 75.40%-67.3pp | 71.40%-63.3pp | 378.56%-370.4pp |
| Employer contribution / active EE | $2,585 | $3,224-19.8% | $4,736-45.4% | $2,148+20.4% |
| Participant deferral / active EE | $3,504 | $5,958-41.2% | $6,710-47.8% | $3,539-1.0% |
| Admin fee / account holder | $494 | $131+277.5% | $10,263-95.2% | $142+247.2% |