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 | $63,904+95.9% | $89,340+40.1% | $67,986+84.1% |
| Participation rate | 48.0% | 54.3%-6.4pp | 69.6%-21.6pp | 57.2%-9.2pp |
| Annual return | 12.76% | 18.09%-5.3pp | 20.57%-7.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $771 | $1,627-52.6% | $2,231-65.4% | $2,019-61.8% |
| Participant deferral / active EE | $2,613 | $2,691-2.9% | $3,823-31.7% | $3,358-22.2% |
| Admin fee / account holder | $329 | $3,315-90.1% | $6,704-95.1% | $3,203-89.7% |