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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,483 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $20,114 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 15 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Recordkeeping | $4,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $50,960 | $54,573-6.6% | $90,970-44.0% | $73,493-30.7% |
| Participation rate | 46.1% | 61.2%-15.1pp | 69.0%-22.9pp | 70.7%-24.6pp |
| Annual return | 9.94% | 16.69%-6.7pp | 134.58%-124.6pp | 28.51%-18.6pp |
| Employer contribution / active EE | $223 | $991-77.5% | $2,122-89.5% | $2,270-90.2% |
| Participant deferral / active EE | $2,664 | $2,517+5.8% | $3,373-21.0% | $3,740-28.8% |
| Admin fee / account holder | $551 | $521+5.6% | $5,960-90.8% | $513+7.3% |