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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,888 |
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $43,689 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $25,270 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,880 | $100,801-44.6% | $149,696-62.7% | $73,409-23.9% |
| Participation rate | 76.3% | 77.7%-1.4pp | 82.5%-6.2pp | 72.2%+4.1pp |
| Annual return | 9.11% | 265.34%-256.2pp | 276.60%-267.5pp | 59.29%-50.2pp |
| Employer contribution / active EE | $3,010 | $3,312-9.1% | $4,644-35.2% | $2,234+34.8% |
| Participant deferral / active EE | $3,490 | $6,404-45.5% | $6,842-49.0% | $3,805-8.3% |
| Admin fee / account holder | $462 | $181+155.7% | $9,309-95.0% | $158+192.8% |