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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 | $67,776+84.1% | $90,312+38.2% | $65,306+91.1% |
| Participation rate | 46.8% | 58.1%-11.3pp | 72.9%-26.1pp | 57.7%-10.8pp |
| Annual return | 12.76% | 16.62%-3.9pp | 18.90%-6.1pp | 21.94%-9.2pp |
| Employer contribution / active EE | $523 | $2,195-76.2% | $2,243-76.7% | $1,967-73.4% |
| Participant deferral / active EE | $2,551 | $2,641-3.4% | $3,749-32.0% | $2,959-13.8% |
| Admin fee / account holder | $329 | $3,322-90.1% | $8,248-96.0% | $3,480-90.5% |