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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,342 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,764 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,538 | $46,732-51.8% | $156,549-85.6% | $55,167-59.1% |
| Participation rate | 47.2% | 65.8%-18.6pp | 84.0%-36.8pp | 69.0%-21.8pp |
| Annual return | -0.91% | 17.72%-18.6pp | 32.23%-33.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $659 | $2,105-68.7% | $5,501-88.0% | $1,963-66.4% |
| Participant deferral / active EE | $1,705 | $2,204-22.6% | $4,871-65.0% | $3,054-44.2% |
| Admin fee / account holder | $237 | $418-43.4% | $13,027-98.2% | $504-53.0% |