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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT5+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,490 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,958 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $2,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,048 | $80,724-54.1% | $103,333-64.1% | $74,495-50.3% |
| Participation rate | 43.1% | 65.7%-22.6pp | 74.5%-31.4pp | 67.2%-24.1pp |
| Annual return | 10.50% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,022 | $3,157-67.6% | $3,868-73.6% | $2,623-61.0% |
| Participant deferral / active EE | $2,368 | $3,860-38.7% | $5,057-53.2% | $4,346-45.5% |
| Admin fee / account holder | $130 | $2,368-94.5% | $8,355-98.4% | $1,942-93.3% |