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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,796 | $62,086+101.0% | $90,259+38.3% | $64,340+94.0% |
| Participation rate | 46.8% | 53.9%-7.1pp | 70.7%-23.9pp | 55.2%-8.4pp |
| Annual return | 12.76% | 16.73%-4.0pp | 18.88%-6.1pp | 24.14%-11.4pp |
| Employer contribution / active EE | $523 | $1,883-72.2% | $2,291-77.2% | $1,862-71.9% |
| Participant deferral / active EE | $2,551 | $2,557-0.3% | $3,827-33.3% | $2,980-14.4% |
| Admin fee / account holder | $329 | $3,317-90.1% | $7,267-95.5% | $3,703-91.1% |