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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,853 |
STADION MONEY MANAGEMENT6 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $31,906 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 15 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Recordkeeping | $7,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,851 | $59,456+4.0% | $93,681-34.0% | $74,400-16.9% |
| Participation rate | 59.7% | 59.6%0pp | 68.7%-9.0pp | 67.2%-7.5pp |
| Annual return | 11.45% | 82.00%-70.5pp | 133.47%-122.0pp | 1367.51%-1356.1pp |
| Employer contribution / active EE | $535 | $1,266-57.8% | $2,422-77.9% | $2,624-79.6% |
| Participant deferral / active EE | $4,669 | $3,052+53.0% | $4,415+5.7% | $4,348+7.4% |
| Admin fee / account holder | $788 | $3,026-74.0% | $8,290-90.5% | $1,944-59.4% |