See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,017 |
STADION MONEY MANAGEMENT3 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,899 |
Filed as: THE ROSE FINANCIAL GORUP Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $4,401 |
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.)
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 | $125,171 | $65,561+90.9% | $91,541+36.7% | $74,304+68.5% |
| Participation rate | 48.0% | 56.6%-8.6pp | 69.8%-21.8pp | 60.3%-12.4pp |
| Annual return | 12.76% | 17.68%-4.9pp | 20.50%-7.7pp | 29.43%-16.7pp |
| Employer contribution / active EE | $771 | $1,717-55.1% | $2,505-69.2% | $2,241-65.6% |
| Participant deferral / active EE | $2,613 | $2,918-10.5% | $4,008-34.8% | $3,767-30.6% |
| Admin fee / account holder | $329 | $3,333-90.1% | $6,956-95.3% | $2,969-88.9% |