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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $26,414 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,435 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $14,008 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,307 | $69,383-57.8% | $101,275-71.1% | $73,497-60.1% |
| Participation rate | 54.3% | 68.4%-14.1pp | 75.8%-21.5pp | 70.7%-16.4pp |
| Annual return | 8.34% | 18.46%-10.1pp | 46.48%-38.1pp | 28.51%-20.2pp |
| Employer contribution / active EE | $739 | $2,628-71.9% | $3,660-79.8% | $2,270-67.4% |
| Participant deferral / active EE | $2,685 | $3,301-18.7% | $4,371-38.6% | $3,740-28.2% |
| Admin fee / account holder | $248 | $704-64.8% | $5,948-95.8% | $513-51.7% |