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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $92,190 |
STADION MONEY MANAGEMENT8+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $52,489 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $18,690 |
Service code 15 494 SYCAMORE AVE · SHREWSBURY, NJ 07702 | Recordkeeping | $8,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,867 | $82,163-22.3% | $125,363-49.1% | $64,814-1.5% |
| Participation rate | 81.2% | 77.9%+3.3pp | 82.4%-1.2pp | 71.5%+9.7pp |
| Annual return | -15.46% | 3.49%-19.0pp | 572.15%-587.6pp | 32.84%-48.3pp |
| Employer contribution / active EE | $3,393 | $3,616-6.2% | $4,815-29.5% | $2,507+35.4% |
| Participant deferral / active EE | $4,793 | $7,175-33.2% | $7,447-35.6% | $4,310+11.2% |
| Admin fee / account holder | $555 | $163+239.9% | $10,005-94.5% | $188+195.4% |